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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 | $30,818 | $61,391-49.8% | $149,723-79.4% | $71,529-56.9% |
| Participation rate | 41.4% | 62.5%-21.1pp | 78.8%-37.3pp | 67.9%-26.5pp |
| Annual return | 37.22% | 35.88%+1.3pp | 134.50%-97.3pp | 28.97%+8.2pp |
| Employer contribution / active EE | $611 | $2,384-74.4% | $4,821-87.3% | $2,590-76.4% |
| Participant deferral / active EE | $2,307 | $2,921-21.0% | $5,682-59.4% | $4,291-46.2% |
| Admin fee / account holder | $434 | $1,264-65.7% | $13,215-96.7% | $1,588-72.7% |