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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 | $27,576 | $53,837-48.8% | $75,714-63.6% | $85,847-67.9% |
| Participation rate | 63.9% | 69.1%-5.2pp | 74.8%-10.9pp | 69.3%-5.4pp |
| Annual return | 32.16% | 24.54%+7.6pp | 104.62%-72.5pp | 318.61%-286.4pp |
| Employer contribution / active EE | $665 | $2,017-67.1% | $2,744-75.8% | $2,565-74.1% |
| Participant deferral / active EE | $2,309 | $2,895-20.3% | $3,820-39.6% | $3,952-41.6% |
| Admin fee / account holder | $1,142 | $3,339-65.8% | $3,619-68.4% | $6,261-81.8% |