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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 | $87,866 | $78,690+11.7% | $161,489-45.6% | $87,485+0.4% |
| Participation rate | 16.7% | 67.5%-50.8pp | 78.7%-62.0pp | 68.9%-52.3pp |
| Annual return | 14.87% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $483 | $2,588-81.3% | $4,268-88.7% | $2,596-81.4% |
| Participant deferral / active EE | $1,264 | $3,311-61.8% | $5,630-77.5% | $4,274-70.4% |
| Admin fee / account holder | $1,173 | $6,724-82.5% | $16,006-92.7% | $7,775-84.9% |