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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 | $68,294 | $82,630-17.3% | $64,105+6.5% | $125,389-45.5% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | 0.80% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $915 | $2,671-65.8% | $1,820-49.7% | $4,866-81.2% |
| Participant deferral / active EE | $1,169 | $3,608-67.6% | $2,822-58.6% | $5,352-78.2% |
| Admin fee / account holder | $2,566 | $6,382-59.8% | $4,499-43.0% | $9,541-73.1% |