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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 | $37,622 | $58,234-35.4% | $81,783-54.0% | $80,874-53.5% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 43.95% | 41.70%+2.2pp | 775.05%-731.1pp | 35.62%+8.3pp |
| Employer contribution / active EE | $379 | $2,341-83.8% | $2,913-87.0% | $2,756-86.2% |
| Participant deferral / active EE | $3,017 | $3,283-8.1% | $4,320-30.2% | $4,297-29.8% |
| Admin fee / account holder | $3,359 | $4,982-32.6% | $7,380-54.5% | $6,935-51.6% |