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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 | $84,172 | $106,905-21.3% | $84,020+0.2% | $152,885-44.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 23.72% | 105.00%-81.3pp | 71.31%-47.6pp | 345.39%-321.7pp |
| Employer contribution / active EE | $483 | $2,735-82.3% | $1,984-75.6% | $4,763-89.9% |
| Participant deferral / active EE | $1,635 | $4,012-59.3% | $3,239-49.5% | $5,851-72.1% |
| Admin fee / account holder | $1,912 | $8,287-76.9% | $6,101-68.7% | $11,598-83.5% |