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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 | $50,554+32.8% | $67,681-0.8% | $87,485-23.2% |
| Participation rate | 56.5% | 67.7%-11.2pp | 73.7%-17.2pp | 68.9%-12.4pp |
| Annual return | 11.89% | 17.81%-5.9pp | 590.58%-578.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,294 | $1,988-34.9% | $2,678-51.7% | $2,596-50.1% |
| Participant deferral / active EE | $1,720 | $2,961-41.9% | $3,976-56.7% | $4,274-59.8% |
| Admin fee / account holder | $4,144 | $4,132+0.3% | $6,100-32.1% | $7,775-46.7% |