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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 | $79,733 | $53,128+50.1% | $86,581-7.9% | $70,124+13.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 21.76% | 27.66%-5.9pp | 965.06%-943.3pp | 73.14%-51.4pp |
| Employer contribution / active EE | $542 | $2,068-73.8% | $2,840-80.9% | $2,342-76.9% |
| Participant deferral / active EE | $958 | $2,695-64.5% | $3,609-73.5% | $3,332-71.3% |
| Admin fee / account holder | $11,781 | $3,584+228.7% | $4,904+140.2% | $4,645+153.6% |