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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 | $64,728 | $51,638+25.4% | $68,368-5.3% | $82,448-21.5% |
| Participation rate | 54.1% | 63.6%-9.6pp | 73.8%-19.7pp | 68.1%-14.0pp |
| Annual return | 15.34% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $506 | $2,047-75.3% | $2,649-80.9% | $2,551-80.1% |
| Participant deferral / active EE | $2,142 | $2,914-26.5% | $4,123-48.0% | $4,139-48.2% |
| Admin fee / account holder | $3,279 | $4,643-29.4% | $5,150-36.3% | $7,234-54.7% |