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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 | $32,856 | $77,638-57.7% | $156,551-79.0% | $62,881-47.7% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | 141.81% | 50.33%+91.5pp | 32.23%+109.6pp | 20.14%+121.7pp |
| Employer contribution / active EE | $547 | $3,444-84.1% | $5,501-90.0% | $2,281-76.0% |
| Participant deferral / active EE | $1,185 | $3,046-61.1% | $4,871-75.7% | $3,203-63.0% |
| Admin fee / account holder | $349 | $5,561-93.7% | $13,028-97.3% | $4,296-91.9% |