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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 | $29,733+155.2% | $56,025+35.4% | $80,959-6.3% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 21.17% | 35.28%-14.1pp | 1712.69%-1691.5pp | 35.67%-14.5pp |
| Employer contribution / active EE | $448 | $672-33.3% | $1,042-57.0% | $2,757-83.7% |
| Participant deferral / active EE | $1,476 | $1,229+20.1% | $1,955-24.5% | $4,300-65.7% |
| Admin fee / account holder | $1,559 | $2,434-35.9% | $2,828-44.9% | $6,925-77.5% |