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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 | $75,820 | $51,184+48.1% | $66,439+14.1% | $86,983-12.8% |
| Participation rate | 57.1% | 68.5%-11.3pp | 74.5%-17.4pp | 69.5%-12.4pp |
| Annual return | 14.22% | 17.07%-2.9pp | 757.66%-743.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,087 | $2,023+3.2% | $2,637-20.8% | $2,584-19.2% |
| Participant deferral / active EE | $2,341 | $2,927-20.0% | $3,876-39.6% | $4,194-44.2% |
| Admin fee / account holder | $9,114 | $4,154+119.4% | $6,173+47.6% | $7,856+16.0% |