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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 | $40,287 | $91,198-55.8% | $178,503-77.4% | $79,856-49.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 27.15% | 24.20%+3.0pp | 151.12%-124.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $429 | $3,257-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $1,406 | $3,237-56.5% | $5,202-73.0% | $3,741-62.4% |
| Admin fee / account holder | $2,529 | $6,748-62.5% | $13,987-81.9% | $5,306-52.3% |