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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 | $36,054 | $101,795-64.6% | $165,100-78.2% | $80,959-55.5% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.7%+0.2pp |
| Annual return | 13.88% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,107 | $2,954-28.7% | $4,348-51.6% | $2,757-23.6% |
| Participant deferral / active EE | $3,334 | $4,476-25.5% | $6,035-44.8% | $4,300-22.5% |
| Admin fee / account holder | $3,436 | $8,221-58.2% | $12,696-72.9% | $6,925-50.4% |