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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 | $36,371 | $46,599-22.0% | $64,101-43.3% | $75,173-51.6% |
| Participation rate | 62.3% | 65.9%-3.6pp | 72.3%-10.0pp | 67.2%-4.9pp |
| Annual return | 18.92% | 26.06%-7.1pp | 33.72%-14.8pp | 160.72%-141.8pp |
| Employer contribution / active EE | $901 | $1,975-54.4% | $2,749-67.2% | $2,671-66.3% |
| Participant deferral / active EE | $2,304 | $2,837-18.8% | $3,881-40.6% | $4,126-44.2% |
| Admin fee / account holder | $7,232 | $2,956+144.6% | $3,070+135.5% | $5,651+28.0% |