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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 | $34,616 | $93,345-62.9% | $119,126-70.9% | $87,485-60.4% |
| Participation rate | 54.5% | 68.7%-14.2pp | 75.8%-21.2pp | 68.9%-14.4pp |
| Annual return | 22.09% | 19.08%+3.0pp | 282.11%-260.0pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,451 | $3,172-54.2% | $4,034-64.0% | $2,596-44.1% |
| Participant deferral / active EE | $3,393 | $4,099-17.2% | $5,318-36.2% | $4,274-20.6% |
| Admin fee / account holder | $798 | $8,039-90.1% | $10,693-92.5% | $7,775-89.7% |