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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 | $81,233-56.4% | $155,567-77.2% | $80,874-56.2% |
| Participation rate | 55.4% | 66.2%-10.9pp | 78.2%-22.8pp | 67.6%-12.3pp |
| Annual return | 14.19% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $939 | $3,101-69.7% | $4,674-79.9% | $2,756-65.9% |
| Participant deferral / active EE | $3,559 | $3,452+3.1% | $5,628-36.8% | $4,297-17.2% |
| Admin fee / account holder | $1,412 | $7,998-82.4% | $15,916-91.1% | $6,935-79.6% |