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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 | $89,724 | $45,900+95.5% | $94,057-4.6% | $64,340+39.5% |
| Participation rate | 26.0% | 50.6%-24.6pp | 73.3%-47.3pp | 55.2%-29.2pp |
| Annual return | 16.01% | 50.47%-34.5pp | 480.62%-464.6pp | 24.14%-8.1pp |
| Employer contribution / active EE | $733 | $1,612-54.6% | $2,933-75.0% | $1,862-60.7% |
| Participant deferral / active EE | $1,900 | $2,102-9.6% | $4,709-59.7% | $2,980-36.2% |
| Admin fee / account holder | $8,926 | $3,143+184.0% | $7,244+23.2% | $3,703+141.1% |