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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 | $27,757 | $86,050-67.7% | $189,758-85.4% | $94,015-70.5% |
| Participation rate | 56.3% | 68.9%-12.6pp | 79.8%-23.5pp | 70.8%-14.6pp |
| Annual return | 51.95% | 17.77%+34.2pp | 52.62%-0.7pp | 17.84%+34.1pp |
| Employer contribution / active EE | $2,028 | $2,819-28.1% | $4,767-57.4% | $2,790-27.3% |
| Participant deferral / active EE | $3,273 | $3,349-2.3% | $5,856-44.1% | $4,249-23.0% |
| Admin fee / account holder | $1,284 | $6,627-80.6% | $20,388-93.7% | $8,951-85.7% |