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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 | $34,663 | $110,278-68.6% | $95,740-63.8% | $139,466-75.1% |
| Participation rate | 36.4% | 75.7%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 28.01% | 27.19%+0.8pp | 28.41%-0.4pp | 373.66%-345.7pp |
| Employer contribution / active EE | $312 | $3,260-90.4% | $2,836-89.0% | $4,754-93.4% |
| Participant deferral / active EE | $2,373 | $4,674-49.2% | $4,244-44.1% | $6,712-64.6% |
| Admin fee / account holder | $797 | $6,613-87.9% | $5,676-86.0% | $11,409-93.0% |