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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 | $37,182 | $68,880-46.0% | $120,580-69.2% | $80,959-54.1% |
| Participation rate | 48.8% | 61.7%-12.9pp | 72.0%-23.2pp | 67.7%-18.9pp |
| Annual return | 15.24% | 23.68%-8.4pp | 107.48%-92.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,175 | $2,066-43.1% | $3,469-66.1% | $2,757-57.4% |
| Participant deferral / active EE | $2,126 | $3,191-33.4% | $4,995-57.4% | $4,300-50.6% |
| Admin fee / account holder | $363 | $5,785-93.7% | $9,418-96.1% | $6,925-94.8% |