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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 | $59,833 | $43,730+36.8% | $66,674-10.3% | $64,097-6.7% |
| Participation rate | 32.9% | 50.7%-17.9pp | 73.7%-40.8pp | 55.2%-22.3pp |
| Annual return | 15.47% | 53.62%-38.2pp | 321.24%-305.8pp | 34.64%-19.2pp |
| Employer contribution / active EE | $665 | $1,673-60.2% | $2,620-74.6% | $1,891-64.8% |
| Participant deferral / active EE | $1,674 | $2,122-21.1% | $4,084-59.0% | $3,080-45.6% |
| Admin fee / account holder | $4,369 | $2,708+61.4% | $5,098-14.3% | $3,454+26.5% |