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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 | $67,469 | $61,787+9.2% | $97,197-30.6% | $80,925-16.6% |
| Participation rate | 28.0% | 63.5%-35.5pp | 72.7%-44.7pp | 67.7%-39.7pp |
| Annual return | 16.15% | -558.16%+574.3pp | 75.47%-59.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $895 | $1,836-51.3% | $2,723-67.1% | $2,756-67.5% |
| Participant deferral / active EE | $4,497 | $3,027+48.5% | $4,263+5.5% | $4,299+4.6% |
| Admin fee / account holder | $476 | $5,170-90.8% | $5,637-91.6% | $6,940-93.1% |