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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 | $34,776 | $84,236-58.7% | $170,435-79.6% | $70,126-50.4% |
| Participation rate | 63.4% | 70.8%-7.4pp | 83.6%-20.2pp | 69.5%-6.1pp |
| Annual return | 28.12% | 23.06%+5.1pp | 205.94%-177.8pp | 73.15%-45.0pp |
| Employer contribution / active EE | $1,024 | $3,387-69.8% | $5,432-81.2% | $2,343-56.3% |
| Participant deferral / active EE | $1,930 | $3,086-37.4% | $4,939-60.9% | $3,332-42.1% |
| Admin fee / account holder | $4,114 | $5,698-27.8% | $13,881-70.4% | $4,645-11.4% |