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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 | $37,637 | $45,050-16.5% | $63,018-40.3% | $70,126-46.3% |
| Participation rate | 52.9% | 69.5%-16.6pp | 74.8%-21.9pp | 69.5%-16.6pp |
| Annual return | 22.30% | 18.76%+3.5pp | 87.62%-65.3pp | 73.15%-50.8pp |
| Employer contribution / active EE | $926 | $2,052-54.9% | $2,761-66.5% | $2,343-60.5% |
| Participant deferral / active EE | $2,230 | $2,466-9.5% | $3,330-33.0% | $3,332-33.1% |
| Admin fee / account holder | $582 | $2,834-79.5% | $3,601-83.8% | $4,645-87.5% |