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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 | $87,570 | $65,434+33.8% | $98,483-11.1% | $85,847+2.0% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.3%-37.2pp |
| Annual return | 14.48% | 21.75%-7.3pp | 1494.38%-1479.9pp | 318.61%-304.1pp |
| Employer contribution / active EE | $239 | $2,169-89.0% | $2,961-91.9% | $2,565-90.7% |
| Participant deferral / active EE | $3,915 | $3,168+23.6% | $4,276-8.4% | $3,952-0.9% |
| Admin fee / account holder | $901 | $4,595-80.4% | $5,953-84.9% | $6,261-85.6% |