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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 | $32,500 | $104,251-68.8% | $91,004-64.3% | $147,586-78.0% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.6%-33.9pp | 82.8%-41.2pp |
| Annual return | 18.12% | 27.06%-8.9pp | 4.60%+13.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $780 | $3,116-75.0% | $2,456-68.2% | $4,876-84.0% |
| Participant deferral / active EE | $1,165 | $4,195-72.2% | $3,548-67.2% | $5,439-78.6% |
| Admin fee / account holder | $308 | $8,948-96.6% | $5,417-94.3% | $10,886-97.2% |