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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 | $30,610 | $58,275-47.5% | $81,844-62.6% | $80,935-62.2% |
| Participation rate | 55.1% | 63.5%-8.4pp | 72.4%-17.3pp | 67.7%-12.6pp |
| Annual return | 26.14% | 41.82%-15.7pp | 778.87%-752.7pp | 35.66%-9.5pp |
| Employer contribution / active EE | $727 | $2,346-69.0% | $2,916-75.1% | $2,757-73.6% |
| Participant deferral / active EE | $2,560 | $3,285-22.1% | $4,323-40.8% | $4,299-40.5% |
| Admin fee / account holder | $4,962 | $4,749+4.5% | $7,355-32.5% | $6,924-28.3% |