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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 | $49,001 | $41,150+19.1% | $80,627-39.2% | $71,511-31.5% |
| Participation rate | 31.0% | 50.3%-19.3pp | 67.0%-36.0pp | 67.9%-36.9pp |
| Annual return | 30.03% | 38.48%-8.4pp | 936.76%-906.7pp | 28.86%+1.2pp |
| Employer contribution / active EE | $351 | $1,515-76.8% | $2,723-87.1% | $2,589-86.4% |
| Participant deferral / active EE | $1,689 | $2,701-37.5% | $4,443-62.0% | $4,291-60.6% |
| Admin fee / account holder | $2,386 | $1,841+29.6% | $5,381-55.7% | $1,588+50.2% |