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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 | $33,547 | $48,118-30.3% | $136,833-75.5% | $94,015-64.3% |
| Participation rate | 63.5% | 47.4%+16.1pp | 59.0%+4.5pp | 70.8%-7.3pp |
| Annual return | 12.83% | 14.65%-1.8pp | 35.32%-22.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $283 | $821-65.6% | $1,319-78.6% | $2,790-89.9% |
| Participant deferral / active EE | $978 | $1,651-40.7% | $2,441-59.9% | $4,249-77.0% |
| Admin fee / account holder | $937 | $3,059-69.4% | $4,706-80.1% | $8,951-89.5% |