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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 | $61,150 | $106,905-42.8% | $84,020-27.2% | $152,885-60.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 16.57% | 105.00%-88.4pp | 71.31%-54.7pp | 345.39%-328.8pp |
| Employer contribution / active EE | $922 | $2,735-66.3% | $1,984-53.5% | $4,763-80.7% |
| Participant deferral / active EE | $1,831 | $4,012-54.4% | $3,239-43.5% | $5,851-68.7% |
| Admin fee / account holder | $1,385 | $8,287-83.3% | $6,101-77.3% | $11,598-88.1% |