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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 | $33,940 | $82,133-58.7% | $147,318-77.0% | $64,097-47.0% |
| Participation rate | 68.5% | 62.3%+6.2pp | 82.1%-13.5pp | 55.2%+13.3pp |
| Annual return | 15.05% | 78.78%-63.7pp | 70.43%-55.4pp | 34.64%-19.6pp |
| Employer contribution / active EE | $413 | $2,872-85.6% | $4,593-91.0% | $1,891-78.1% |
| Participant deferral / active EE | $1,433 | $5,407-73.5% | $7,906-81.9% | $3,080-53.5% |
| Admin fee / account holder | $709 | $3,730-81.0% | $13,708-94.8% | $3,454-79.5% |