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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 | $71,395 | $49,976+42.9% | $66,674+7.1% | $82,637-13.6% |
| Participation rate | 29.7% | 63.1%-33.4pp | 73.7%-43.9pp | 68.1%-38.3pp |
| Annual return | 15.34% | 39.09%-23.8pp | 321.24%-305.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $421 | $1,988-78.8% | $2,620-83.9% | $2,552-83.5% |
| Participant deferral / active EE | $768 | $2,847-73.0% | $4,084-81.2% | $4,126-81.4% |
| Admin fee / account holder | $3,423 | $4,594-25.5% | $5,098-32.9% | $7,339-53.4% |