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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 | $50,509 | $85,171-40.7% | $172,752-70.8% | $72,975-30.8% |
| Participation rate | 64.1% | 70.1%-6.0pp | 82.6%-18.5pp | 69.5%-5.4pp |
| Annual return | 23.27% | 27.32%-4.1pp | 802.97%-779.7pp | 81.01%-57.7pp |
| Employer contribution / active EE | $914 | $3,324-72.5% | $5,144-82.2% | $2,440-62.5% |
| Participant deferral / active EE | $2,388 | $3,260-26.8% | $5,198-54.1% | $3,608-33.8% |
| Admin fee / account holder | $2,289 | $5,880-61.1% | $13,955-83.6% | $5,124-55.3% |