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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 | $30,487 | $84,236-63.8% | $170,435-82.1% | $70,126-56.5% |
| Participation rate | 68.4% | 70.8%-2.4pp | 83.6%-15.2pp | 69.5%-1.1pp |
| Annual return | 18.75% | 23.06%-4.3pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $588 | $3,387-82.6% | $5,432-89.2% | $2,343-74.9% |
| Participant deferral / active EE | $1,574 | $3,086-49.0% | $4,939-68.1% | $3,332-52.8% |
| Admin fee / account holder | $1,238 | $5,698-78.3% | $13,881-91.1% | $4,645-73.4% |