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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 | $37,911 | $58,828-35.6% | $78,002-51.4% | $62,881-39.7% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 7.53% | 17.16%-9.6pp | 425.99%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $977 | $1,672-41.6% | $2,470-60.4% | $2,281-57.2% |
| Participant deferral / active EE | $1,337 | $2,686-50.2% | $3,497-61.8% | $3,203-58.3% |
| Admin fee / account holder | $915 | $4,393-79.2% | $5,481-83.3% | $4,296-78.7% |