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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 | $31,196 | $116,360-73.2% | $65,566-52.4% | $139,466-77.6% |
| Participation rate | 60.0% | 67.8%-7.8pp | 64.9%-4.9pp | 80.3%-20.3pp |
| Annual return | 25.99% | 31.23%-5.2pp | 47.40%-21.4pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,184 | $2,600-54.5% | $1,692-30.0% | $4,754-75.1% |
| Participant deferral / active EE | $4,122 | $4,242-2.8% | $2,832+45.5% | $6,712-38.6% |
| Admin fee / account holder | $2,510 | $6,701-62.5% | $4,114-39.0% | $11,409-78.0% |