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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 | $29,845 | $95,383-68.7% | $185,837-83.9% | $85,856-65.2% |
| Participation rate | 67.6% | 68.8%-1.2pp | 81.7%-14.1pp | 69.3%-1.8pp |
| Annual return | 11.66% | 23.59%-11.9pp | 122.08%-110.4pp | 318.58%-306.9pp |
| Employer contribution / active EE | $728 | $3,313-78.0% | $5,168-85.9% | $2,565-71.6% |
| Participant deferral / active EE | $3,632 | $3,423+6.1% | $5,568-34.8% | $3,952-8.1% |
| Admin fee / account holder | $1,136 | $7,213-84.2% | $16,241-93.0% | $6,261-81.9% |