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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 | $71,786 | $53,127+35.1% | $86,587-17.1% | $70,131+2.4% |
| Participation rate | 46.2% | 65.3%-19.2pp | 73.5%-27.4pp | 69.5%-23.4pp |
| Annual return | 14.83% | 27.66%-12.8pp | 964.86%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,906 | $2,068-7.8% | $2,839-32.9% | $2,342-18.6% |
| Participant deferral / active EE | $1,937 | $2,696-28.1% | $3,609-46.3% | $3,332-41.9% |
| Admin fee / account holder | $1,697 | $3,585-52.7% | $4,906-65.4% | $4,645-63.5% |