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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 | $71,590 | $51,638+38.6% | $68,368+4.7% | $82,448-13.2% |
| Participation rate | 62.8% | 63.6%-0.8pp | 73.8%-11.0pp | 68.1%-5.3pp |
| Annual return | 15.09% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $798 | $2,047-61.0% | $2,649-69.9% | $2,551-68.7% |
| Participant deferral / active EE | $2,831 | $2,914-2.8% | $4,123-31.3% | $4,139-31.6% |
| Admin fee / account holder | $1,249 | $4,643-73.1% | $5,150-75.8% | $7,234-82.7% |