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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 | $35,456 | $81,276-56.4% | $155,574-77.2% | $80,925-56.2% |
| Participation rate | 55.4% | 66.2%-10.9pp | 78.2%-22.9pp | 67.7%-12.3pp |
| Annual return | 14.19% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $939 | $3,103-69.7% | $4,676-79.9% | $2,756-65.9% |
| Participant deferral / active EE | $3,559 | $3,453+3.1% | $5,629-36.8% | $4,299-17.2% |
| Admin fee / account holder | $1,412 | $7,993-82.3% | $15,914-91.1% | $6,940-79.7% |