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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 | $70,268 | $50,554+39.0% | $67,681+3.8% | $87,485-19.7% |
| Participation rate | 34.8% | 67.7%-32.9pp | 73.7%-38.9pp | 68.9%-34.1pp |
| Annual return | 10.79% | 17.81%-7.0pp | 590.58%-579.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $521 | $1,988-73.8% | $2,678-80.5% | $2,596-79.9% |
| Participant deferral / active EE | $1,870 | $2,961-36.8% | $3,976-53.0% | $4,274-56.2% |
| Admin fee / account holder | $1,399 | $4,132-66.1% | $6,100-77.1% | $7,775-82.0% |