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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 | $23,312 | $45,343-48.6% | $150,298-84.5% | $67,986-65.7% |
| Participation rate | 42.3% | 51.9%-9.5pp | 77.8%-35.4pp | 57.2%-14.9pp |
| Annual return | 35.53% | 33.28%+2.3pp | 62.79%-27.3pp | 31.67%+3.9pp |
| Employer contribution / active EE | $214 | $1,462-85.4% | $4,154-94.9% | $2,019-89.4% |
| Participant deferral / active EE | $680 | $2,055-66.9% | $5,453-87.5% | $3,358-79.7% |
| Admin fee / account holder | $2,843 | $2,250+26.4% | $14,116-79.9% | $3,203-11.2% |