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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 | $37,726 | $85,171-55.7% | $172,753-78.2% | $72,976-48.3% |
| Participation rate | 53.2% | 70.1%-16.8pp | 82.6%-29.4pp | 69.5%-16.3pp |
| Annual return | 31.66% | 27.32%+4.3pp | 803.00%-771.3pp | 81.02%-49.4pp |
| Employer contribution / active EE | $697 | $3,324-79.0% | $5,144-86.4% | $2,440-71.4% |
| Participant deferral / active EE | $2,078 | $3,260-36.3% | $5,198-60.0% | $3,608-42.4% |
| Admin fee / account holder | $1,893 | $5,880-67.8% | $13,956-86.4% | $5,124-63.1% |