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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 | $77,876 | $48,432+60.8% | $121,210-35.8% | $71,529+8.9% |
| Participation rate | 54.8% | 54.3%+0.5pp | 69.5%-14.7pp | 67.9%-13.1pp |
| Annual return | 18.27% | 23.28%-5.0pp | 987.41%-969.1pp | 28.97%-10.7pp |
| Employer contribution / active EE | $487 | $1,493-67.4% | $4,171-88.3% | $2,590-81.2% |
| Participant deferral / active EE | $2,902 | $2,756+5.3% | $4,084-28.9% | $4,291-32.4% |
| Admin fee / account holder | $8,020 | $1,845+334.8% | $5,647+42.0% | $1,588+404.9% |