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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 | $63,105 | $47,479+32.9% | $62,929+0.3% | $82,448-23.5% |
| Participation rate | 38.5% | 66.9%-28.3pp | 73.1%-34.6pp | 68.1%-29.5pp |
| Annual return | 22.40% | 20.34%+2.1pp | 1063.93%-1041.5pp | 41.64%-19.2pp |
| Employer contribution / active EE | $971 | $1,885-48.5% | $2,505-61.2% | $2,551-61.9% |
| Participant deferral / active EE | $3,097 | $2,870+7.9% | $3,888-20.3% | $4,139-25.2% |
| Admin fee / account holder | $2,950 | $3,804-22.5% | $5,065-41.8% | $7,234-59.2% |