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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 | $30,707 | $95,383-67.8% | $185,837-83.5% | $85,856-64.2% |
| Participation rate | 62.5% | 68.8%-6.3pp | 81.7%-19.2pp | 69.3%-6.8pp |
| Annual return | 15.84% | 23.59%-7.7pp | 122.08%-106.2pp | 318.58%-302.7pp |
| Employer contribution / active EE | $857 | $3,313-74.1% | $5,168-83.4% | $2,565-66.6% |
| Participant deferral / active EE | $1,910 | $3,423-44.2% | $5,568-65.7% | $3,952-51.7% |
| Admin fee / account holder | $5,287 | $7,213-26.7% | $16,241-67.4% | $6,261-15.5% |