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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 | $35,654 | $90,486-60.6% | $78,676-54.7% | $273,972-87.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.60% | 75.62%-72.0pp | 62.19%-58.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,217 | $3,175-61.7% | $2,850-57.3% | $4,869-75.0% |
| Participant deferral / active EE | $3,673 | $3,901-5.9% | $3,517+4.4% | $5,287-30.5% |
| Admin fee / account holder | $12,325 | $5,263+134.2% | $4,510+173.3% | $10,133+21.6% |