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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 | $32,173 | $49,249-34.7% | $70,476-54.3% | $79,852-59.7% |
| Participation rate | 56.0% | 69.2%-13.2pp | 75.1%-19.1pp | 69.6%-13.6pp |
| Annual return | 18.78% | 30.09%-11.3pp | 109.12%-90.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $687 | $2,100-67.3% | $2,738-74.9% | $2,471-72.2% |
| Participant deferral / active EE | $4,029 | $2,769+45.5% | $3,710+8.6% | $3,740+7.7% |
| Admin fee / account holder | $1,602 | $2,878-44.4% | $3,847-58.4% | $5,306-69.8% |