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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 | $43,129 | $96,731-55.4% | $123,973-65.2% | $86,983-50.4% |
| Participation rate | 35.3% | 70.0%-34.7pp | 76.7%-41.4pp | 69.5%-34.2pp |
| Annual return | 18.20% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,834 | $3,297-44.4% | $4,126-55.5% | $2,584-29.0% |
| Participant deferral / active EE | $3,105 | $4,152-25.2% | $5,247-40.8% | $4,194-26.0% |
| Admin fee / account holder | $3,343 | $8,722-61.7% | $11,799-71.7% | $7,856-57.4% |