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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 | $71,554 | $34,316+108.5% | $74,723-4.2% | $72,976-1.9% |
| Participation rate | 12.8% | 42.4%-29.6pp | 54.5%-41.6pp | 69.5%-56.7pp |
| Annual return | 21.63% | 26.58%-4.9pp | 753.18%-731.5pp | 81.02%-59.4pp |
| Employer contribution / active EE | $291 | $692-57.9% | $1,084-73.1% | $2,440-88.1% |
| Participant deferral / active EE | $1,378 | $1,272+8.3% | $1,962-29.8% | $3,608-61.8% |
| Admin fee / account holder | $1,756 | $2,125-17.4% | $3,335-47.4% | $5,124-65.7% |