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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 | $99,054 | $53,837+84.0% | $75,714+30.8% | $85,847+15.4% |
| Participation rate | 44.3% | 69.1%-24.8pp | 74.8%-30.5pp | 69.3%-25.0pp |
| Annual return | 20.13% | 24.54%-4.4pp | 104.62%-84.5pp | 318.61%-298.5pp |
| Employer contribution / active EE | $516 | $2,017-74.4% | $2,744-81.2% | $2,565-79.9% |
| Participant deferral / active EE | $1,811 | $2,895-37.5% | $3,820-52.6% | $3,952-54.2% |
| Admin fee / account holder | $9,968 | $3,339+198.5% | $3,619+175.4% | $6,261+59.2% |