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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 | $75,887 | $29,667+155.8% | $56,441+34.5% | $80,874-6.2% |
| Participation rate | 29.7% | 41.7%-11.9pp | 52.5%-22.8pp | 67.6%-37.9pp |
| Annual return | 21.17% | 35.22%-14.1pp | 1704.21%-1683.0pp | 35.62%-14.4pp |
| Employer contribution / active EE | $448 | $669-33.0% | $1,039-56.9% | $2,756-83.7% |
| Participant deferral / active EE | $1,476 | $1,227+20.4% | $1,953-24.4% | $4,297-65.6% |
| Admin fee / account holder | $1,559 | $2,429-35.8% | $2,829-44.9% | $6,935-77.5% |