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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 | $33,170 | $69,823-52.5% | $76,872-56.9% | $74,460-55.5% |
| Participation rate | 22.5% | 70.0%-47.5pp | 69.6%-47.1pp | 70.7%-48.2pp |
| Annual return | 19.66% | 19.99%-0.3pp | 37.90%-18.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $778 | $2,148-63.8% | $2,533-69.3% | $2,638-70.5% |
| Participant deferral / active EE | $1,843 | $3,558-48.2% | $3,832-51.9% | $4,530-59.3% |
| Admin fee / account holder | $6,916 | $398+1639.2% | $5,476+26.3% | $348+1888.5% |