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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 | $70,737 | $53,128+33.1% | $86,582-18.3% | $70,126+0.9% |
| Participation rate | 54.3% | 65.3%-11.0pp | 73.5%-19.3pp | 69.5%-15.3pp |
| Annual return | 14.52% | 27.66%-13.1pp | 965.08%-950.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,351 | $2,068-34.7% | $2,839-52.4% | $2,343-42.3% |
| Participant deferral / active EE | $2,263 | $2,695-16.0% | $3,609-37.3% | $3,332-32.1% |
| Admin fee / account holder | $26,803 | $3,584+647.9% | $4,904+446.5% | $4,645+477.0% |