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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 | $25,538 | $72,272-64.7% | $101,264-74.8% | $79,858-68.0% |
| Participation rate | 40.5% | 68.5%-27.9pp | 75.8%-35.3pp | 69.6%-29.1pp |
| Annual return | 66.14% | 22.30%+43.8pp | 46.48%+19.7pp | 31.72%+34.4pp |
| Employer contribution / active EE | $986 | $2,692-63.4% | $3,660-73.1% | $2,471-60.1% |
| Participant deferral / active EE | $3,890 | $3,282+18.5% | $4,370-11.0% | $3,740+4.0% |
| Admin fee / account holder | $656 | $4,401-85.1% | $5,947-89.0% | $5,306-87.6% |