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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 | $65,989 | $43,496+51.7% | $161,489-59.1% | $64,340+2.6% |
| Participation rate | 34.4% | 53.5%-19.1pp | 78.7%-44.3pp | 55.2%-20.8pp |
| Annual return | 15.78% | 20.76%-5.0pp | 89.72%-73.9pp | 24.14%-8.4pp |
| Employer contribution / active EE | $657 | $1,431-54.1% | $4,268-84.6% | $1,862-64.7% |
| Participant deferral / active EE | $1,371 | $1,996-31.3% | $5,630-75.6% | $2,980-54.0% |
| Admin fee / account holder | $2,705 | $2,330+16.1% | $16,006-83.1% | $3,703-26.9% |