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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 | $67,145 | $51,184+31.2% | $66,439+1.1% | $86,983-22.8% |
| Participation rate | 56.5% | 68.5%-12.0pp | 74.5%-18.0pp | 69.5%-13.0pp |
| Annual return | 11.89% | 17.07%-5.2pp | 757.66%-745.8pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,294 | $2,023-36.0% | $2,637-50.9% | $2,584-49.9% |
| Participant deferral / active EE | $1,720 | $2,927-41.3% | $3,876-55.6% | $4,194-59.0% |
| Admin fee / account holder | $4,144 | $4,154-0.2% | $6,173-32.9% | $7,856-47.2% |