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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 | $77,066 | $106,923-27.9% | $84,023-8.3% | $152,909-49.6% |
| Participation rate | 29.4% | 75.3%-45.8pp | 69.0%-39.6pp | 82.5%-53.0pp |
| Annual return | 27.14% | 105.02%-77.9pp | 71.32%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $428 | $2,735-84.4% | $1,984-78.4% | $4,764-91.0% |
| Participant deferral / active EE | $2,442 | $4,013-39.1% | $3,239-24.6% | $5,851-58.3% |
| Admin fee / account holder | $489 | $8,289-94.1% | $6,102-92.0% | $11,601-95.8% |