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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 | $37,245 | $84,236-55.8% | $170,435-78.1% | $70,126-46.9% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 13.34% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $883 | $3,387-73.9% | $5,432-83.7% | $2,343-62.3% |
| Participant deferral / active EE | $1,555 | $3,086-49.6% | $4,939-68.5% | $3,332-53.3% |
| Admin fee / account holder | $2,733 | $5,698-52.0% | $13,881-80.3% | $4,645-41.2% |