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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 | $30,700 | $51,638-40.5% | $68,368-55.1% | $82,448-62.8% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 25.27% | 37.53%-12.3pp | 292.57%-267.3pp | 41.64%-16.4pp |
| Employer contribution / active EE | $808 | $2,047-60.5% | $2,649-69.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,268 | $2,914-56.5% | $4,123-69.2% | $4,139-69.4% |
| Admin fee / account holder | $817 | $4,643-82.4% | $5,150-84.1% | $7,234-88.7% |