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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,134 | $48,078-31.1% | $78,676-57.9% | $62,881-47.3% |
| Participation rate | 67.2% | 65.2%+2.0pp | 73.6%-6.3pp | 69.3%-2.1pp |
| Annual return | 5.68% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $396 | $2,015-80.3% | $2,850-86.1% | $2,281-82.6% |
| Participant deferral / active EE | $3,707 | $2,587+43.3% | $3,517+5.4% | $3,203+15.7% |
| Admin fee / account holder | $6,854 | $3,206+113.8% | $4,510+52.0% | $4,296+59.6% |