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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 | $35,319 | $84,236-58.1% | $170,435-79.3% | $70,126-49.6% |
| Participation rate | 46.8% | 70.8%-24.1pp | 83.6%-36.8pp | 69.5%-22.8pp |
| Annual return | 17.31% | 23.06%-5.8pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $568 | $3,387-83.2% | $5,432-89.5% | $2,343-75.8% |
| Participant deferral / active EE | $1,693 | $3,086-45.1% | $4,939-65.7% | $3,332-49.2% |
| Admin fee / account holder | $1,336 | $5,698-76.6% | $13,881-90.4% | $4,645-71.2% |