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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 | $49,586 | $69,590-28.7% | $136,867-63.8% | $94,015-47.3% |
| Participation rate | 40.3% | 66.3%-26.0pp | 74.5%-34.2pp | 70.8%-30.5pp |
| Annual return | 63.30% | 19.62%+43.7pp | 42.97%+20.3pp | 17.84%+45.5pp |
| Employer contribution / active EE | $625 | $2,396-73.9% | $3,547-82.4% | $2,790-77.6% |
| Participant deferral / active EE | $1,197 | $3,437-65.2% | $4,924-75.7% | $4,249-71.8% |
| Admin fee / account holder | $20,063 | $8,912+125.1% | $10,340+94.0% | $8,951+124.1% |