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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 | $82,904 | $63,346+30.9% | $92,240-10.1% | $70,126+18.2% |
| Participation rate | 39.2% | 68.7%-29.5pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 15.24% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,680-75.5% | $2,343-61.5% |
| Participant deferral / active EE | $1,167 | $2,854-59.1% | $3,897-70.0% | $3,332-65.0% |
| Admin fee / account holder | $398 | $3,841-89.6% | $5,194-92.3% | $4,645-91.4% |