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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 | $49,976+43.2% | $66,674+7.4% | $82,637-13.4% |
| Participation rate | 62.8% | 63.1%-0.3pp | 73.7%-10.9pp | 68.1%-5.3pp |
| Annual return | 15.09% | 39.09%-24.0pp | 321.24%-306.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $798 | $1,988-59.8% | $2,620-69.5% | $2,552-68.7% |
| Participant deferral / active EE | $2,831 | $2,847-0.6% | $4,084-30.7% | $4,126-31.4% |
| Admin fee / account holder | $1,249 | $4,594-72.8% | $5,098-75.5% | $7,339-83.0% |