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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 | $36,145 | $81,276-55.5% | $155,574-76.8% | $80,925-55.3% |
| Participation rate | 61.3% | 66.2%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 17.61% | 33.36%-15.8pp | 64.87%-47.3pp | 35.65%-18.0pp |
| Employer contribution / active EE | $953 | $3,103-69.3% | $4,676-79.6% | $2,756-65.4% |
| Participant deferral / active EE | $3,148 | $3,453-8.8% | $5,629-44.1% | $4,299-26.8% |
| Admin fee / account holder | $3,387 | $7,993-57.6% | $15,914-78.7% | $6,940-51.2% |