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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 | $32,925 | $46,534-29.2% | $64,097-48.6% | $75,177-56.2% |
| Participation rate | 51.4% | 65.9%-14.6pp | 72.3%-21.0pp | 67.2%-15.9pp |
| Annual return | 18.33% | 26.07%-7.7pp | 33.75%-15.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $799 | $1,976-59.6% | $2,750-71.0% | $2,671-70.1% |
| Participant deferral / active EE | $1,250 | $2,835-55.9% | $3,881-67.8% | $4,126-69.7% |
| Admin fee / account holder | $1,692 | $2,957-42.8% | $3,070-44.9% | $5,651-70.1% |