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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 | $31,865 | $52,353-39.1% | $120,225-73.5% | $82,448-61.4% |
| Participation rate | 60.8% | 58.3%+2.5pp | 69.6%-8.8pp | 68.1%-7.2pp |
| Annual return | 14.77% | 61.85%-47.1pp | 439.23%-424.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $928 | $1,510-38.5% | $3,475-73.3% | $2,551-63.6% |
| Participant deferral / active EE | $1,582 | $2,627-39.8% | $3,999-60.4% | $4,139-61.8% |
| Admin fee / account holder | $3,978 | $4,363-8.8% | $5,696-30.2% | $7,234-45.0% |