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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 | $30,859 | $53,837-42.7% | $75,714-59.2% | $85,847-64.1% |
| Participation rate | 61.5% | 69.1%-7.5pp | 74.8%-13.3pp | 69.3%-7.8pp |
| Annual return | 25.85% | 24.54%+1.3pp | 104.62%-78.8pp | 318.61%-292.8pp |
| Employer contribution / active EE | $932 | $2,017-53.8% | $2,744-66.0% | $2,565-63.7% |
| Participant deferral / active EE | $932 | $2,895-67.8% | $3,820-75.6% | $3,952-76.4% |
| Admin fee / account holder | $1,325 | $3,339-60.3% | $3,619-63.4% | $6,261-78.8% |