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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 | $57,964 | $45,566+27.2% | $64,105-9.6% | $59,633-2.8% |
| Participation rate | 60.5% | 60.2%+0.4pp | 68.2%-7.6pp | 68.7%-8.1pp |
| Annual return | 2.48% | 4.95%-2.5pp | 791.24%-788.8pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $972 | $934+4.1% | $1,820-46.6% | $2,203-55.9% |
| Participant deferral / active EE | $1,715 | $2,057-16.6% | $2,822-39.2% | $3,192-46.3% |
| Admin fee / account holder | $9,885 | $3,268+202.5% | $4,499+119.7% | $4,297+130.0% |