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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 | $39,880 | $53,128-24.9% | $86,582-53.9% | $70,126-43.1% |
| Participation rate | 62.7% | 65.3%-2.6pp | 73.5%-10.8pp | 69.5%-6.8pp |
| Annual return | 26.82% | 27.66%-0.8pp | 965.08%-938.3pp | 73.15%-46.3pp |
| Employer contribution / active EE | $596 | $2,068-71.2% | $2,839-79.0% | $2,343-74.6% |
| Participant deferral / active EE | $1,878 | $2,695-30.3% | $3,609-48.0% | $3,332-43.6% |
| Admin fee / account holder | $1,465 | $3,584-59.1% | $4,904-70.1% | $4,645-68.5% |