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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 | $61,211 | $42,546+43.9% | $71,796-14.7% | $55,167+11.0% |
| Participation rate | 60.4% | 59.1%+1.3pp | 69.1%-8.7pp | 69.0%-8.6pp |
| Annual return | 9.22% | 12.36%-3.1pp | 78.04%-68.8pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,716 | $2,064-16.9% | $2,794-38.6% | $3,054-43.8% |
| Admin fee / account holder | $895 | $650+37.7% | $4,815-81.4% | $504+77.6% |