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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 | $65,447 | $49,976+31.0% | $66,674-1.8% | $82,637-20.8% |
| Participation rate | 29.5% | 63.1%-33.6pp | 73.7%-44.2pp | 68.1%-38.6pp |
| Annual return | 21.09% | 39.09%-18.0pp | 321.24%-300.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $732 | $1,988-63.2% | $2,620-72.0% | $2,552-71.3% |
| Participant deferral / active EE | $1,279 | $2,847-55.1% | $4,084-68.7% | $4,126-69.0% |
| Admin fee / account holder | $16,040 | $4,594+249.2% | $5,098+214.6% | $7,339+118.6% |