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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 | $63,635 | $48,314+31.7% | $67,561-5.8% | $80,925-21.4% |
| Participation rate | 41.5% | 66.4%-24.9pp | 72.9%-31.4pp | 67.7%-26.1pp |
| Annual return | 13.04% | 18.28%-5.2pp | 3525.44%-3512.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $498 | $2,022-75.3% | $2,735-81.8% | $2,756-81.9% |
| Participant deferral / active EE | $1,361 | $2,927-53.5% | $4,003-66.0% | $4,299-68.3% |
| Admin fee / account holder | $1,480 | $3,690-59.9% | $4,006-63.1% | $6,940-78.7% |