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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 | $33,914 | $81,331-58.3% | $155,534-78.2% | $80,935-58.1% |
| Participation rate | 57.9% | 66.3%-8.4pp | 78.2%-20.3pp | 67.7%-9.8pp |
| Annual return | 19.38% | 33.37%-14.0pp | 64.92%-45.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $698 | $3,105-77.5% | $4,675-85.1% | $2,757-74.7% |
| Participant deferral / active EE | $1,599 | $3,454-53.7% | $5,630-71.6% | $4,299-62.8% |
| Admin fee / account holder | $666 | $7,999-91.7% | $15,900-95.8% | $6,924-90.4% |