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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 | $72,596 | $58,275+24.6% | $81,844-11.3% | $80,935-10.3% |
| Participation rate | 18.8% | 63.5%-44.7pp | 72.4%-53.6pp | 67.7%-48.9pp |
| Annual return | 19.48% | 41.82%-22.3pp | 778.87%-759.4pp | 35.66%-16.2pp |
| Employer contribution / active EE | $487 | $2,346-79.2% | $2,916-83.3% | $2,757-82.3% |
| Participant deferral / active EE | $850 | $3,285-74.1% | $4,323-80.3% | $4,299-80.2% |
| Admin fee / account holder | $3,624 | $4,749-23.7% | $7,355-50.7% | $6,924-47.7% |