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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 | $66,879 | $48,327+38.4% | $67,575-1.0% | $80,935-17.4% |
| Participation rate | 49.4% | 66.4%-17.0pp | 72.9%-23.5pp | 67.7%-18.2pp |
| Annual return | 13.03% | 18.31%-5.3pp | 3528.98%-3515.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $613 | $2,022-69.7% | $2,736-77.6% | $2,757-77.8% |
| Participant deferral / active EE | $1,984 | $2,927-32.2% | $4,003-50.4% | $4,299-53.9% |
| Admin fee / account holder | $2,102 | $3,692-43.1% | $3,993-47.4% | $6,924-69.6% |