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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 | $72,630 | $96,508-24.7% | $75,901-4.3% | $152,897-52.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 25.51% | 33.99%-8.5pp | 30.76%-5.2pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,174 | $3,310-34.3% | $2,501-13.1% | $4,764-54.4% |
| Participant deferral / active EE | $7,623 | $4,554+67.4% | $3,603+111.6% | $5,851+30.3% |
| Admin fee / account holder | $304 | $8,081-96.2% | $5,420-94.4% | $11,599-97.4% |