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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 | $51,638+26.7% | $68,368-4.3% | $82,448-20.6% |
| Participation rate | 29.5% | 63.6%-34.1pp | 73.8%-44.3pp | 68.1%-38.6pp |
| Annual return | 21.09% | 37.53%-16.4pp | 292.57%-271.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $732 | $2,047-64.2% | $2,649-72.4% | $2,551-71.3% |
| Participant deferral / active EE | $1,279 | $2,914-56.1% | $4,123-69.0% | $4,139-69.1% |
| Admin fee / account holder | $16,040 | $4,643+245.4% | $5,150+211.5% | $7,234+121.7% |