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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 | $39,718 | $51,184-22.4% | $66,439-40.2% | $86,983-54.3% |
| Participation rate | 65.7% | 68.5%-2.8pp | 74.5%-8.8pp | 69.5%-3.9pp |
| Annual return | 12.91% | 17.07%-4.2pp | 757.66%-744.8pp | 25.83%-12.9pp |
| Employer contribution / active EE | $972 | $2,023-51.9% | $2,637-63.1% | $2,584-62.4% |
| Participant deferral / active EE | $3,358 | $2,927+14.7% | $3,876-13.4% | $4,194-19.9% |
| Admin fee / account holder | $5,674 | $4,154+36.6% | $6,173-8.1% | $7,856-27.8% |