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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 | $34,228 | $123,750-72.3% | $69,611-50.8% | $145,877-76.5% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 13.68% | 192.03%-178.4pp | 101.14%-87.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $877 | $2,672-67.2% | $1,709-48.7% | $4,663-81.2% |
| Participant deferral / active EE | $1,876 | $4,243-55.8% | $2,891-35.1% | $6,691-72.0% |
| Admin fee / account holder | $353 | $7,817-95.5% | $4,696-92.5% | $13,402-97.4% |