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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 | $39,483 | $65,582-39.8% | $64,101-38.4% | $71,511-44.8% |
| Participation rate | 40.2% | 73.2%-33.0pp | 72.3%-32.1pp | 67.9%-27.8pp |
| Annual return | 26.69% | 18.96%+7.7pp | 33.72%-7.0pp | 28.86%-2.2pp |
| Employer contribution / active EE | $897 | $2,671-66.4% | $2,749-67.4% | $2,589-65.4% |
| Participant deferral / active EE | $2,665 | $3,628-26.5% | $3,881-31.3% | $4,291-37.9% |
| Admin fee / account holder | $7,096 | $616+1051.3% | $3,070+131.1% | $1,588+346.7% |