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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 | $32,133 | $77,901-58.8% | $149,717-78.5% | $75,181-57.3% |
| Participation rate | 68.1% | 65.6%+2.6pp | 78.8%-10.6pp | 67.2%+0.9pp |
| Annual return | 15.88% | 31.73%-15.8pp | 134.41%-118.5pp | 160.69%-144.8pp |
| Employer contribution / active EE | $915 | $3,137-70.8% | $4,820-81.0% | $2,671-65.7% |
| Participant deferral / active EE | $3,351 | $3,411-1.8% | $5,682-41.0% | $4,126-18.8% |
| Admin fee / account holder | $3,135 | $5,949-47.3% | $13,213-76.3% | $5,650-44.5% |