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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 | $35,567 | $51,184-30.5% | $66,439-46.5% | $86,983-59.1% |
| Participation rate | 44.2% | 68.5%-24.3pp | 74.5%-30.3pp | 69.5%-25.4pp |
| Annual return | 14.93% | 17.07%-2.1pp | 757.66%-742.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $607 | $2,023-70.0% | $2,637-77.0% | $2,584-76.5% |
| Participant deferral / active EE | $1,637 | $2,927-44.1% | $3,876-57.8% | $4,194-61.0% |
| Admin fee / account holder | $1,073 | $4,154-74.2% | $6,173-82.6% | $7,856-86.3% |