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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 | $66,449 | $85,171-22.0% | $172,752-61.5% | $72,975-8.9% |
| Participation rate | 45.9% | 70.1%-24.2pp | 82.6%-36.7pp | 69.5%-23.6pp |
| Annual return | 18.00% | 27.32%-9.3pp | 802.97%-785.0pp | 81.01%-63.0pp |
| Employer contribution / active EE | $629 | $3,324-81.1% | $5,144-87.8% | $2,440-74.2% |
| Participant deferral / active EE | $1,202 | $3,260-63.1% | $5,198-76.9% | $3,608-66.7% |
| Admin fee / account holder | $7,129 | $5,880+21.2% | $13,955-48.9% | $5,124+39.1% |