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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 | $56,431-43.5% | $130,788-75.6% | $87,485-63.6% |
| Participation rate | 60.8% | 58.9%+1.9pp | 70.1%-9.3pp | 68.9%-8.1pp |
| Annual return | 14.77% | 91.27%-76.5pp | 386.44%-371.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $928 | $1,549-40.1% | $3,558-73.9% | $2,596-64.2% |
| Participant deferral / active EE | $1,582 | $2,749-42.5% | $4,137-61.8% | $4,274-63.0% |
| Admin fee / account holder | $3,978 | $4,433-10.3% | $6,673-40.4% | $7,775-48.8% |