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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 | $59,899 | $84,236-28.9% | $170,435-64.9% | $70,126-14.6% |
| Participation rate | 44.8% | 70.8%-26.0pp | 83.6%-38.8pp | 69.5%-24.7pp |
| Annual return | 13.53% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $640 | $3,387-81.1% | $5,432-88.2% | $2,343-72.7% |
| Participant deferral / active EE | $1,383 | $3,086-55.2% | $4,939-72.0% | $3,332-58.5% |
| Admin fee / account holder | $22,383 | $5,698+292.8% | $13,881+61.3% | $4,645+381.8% |