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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 | $63,338 | $47,479+33.4% | $62,929+0.7% | $82,448-23.2% |
| Participation rate | 26.9% | 66.9%-39.9pp | 73.1%-46.2pp | 68.1%-41.1pp |
| Annual return | 23.46% | 20.34%+3.1pp | 1063.93%-1040.5pp | 41.64%-18.2pp |
| Employer contribution / active EE | $692 | $1,885-63.3% | $2,505-72.4% | $2,551-72.9% |
| Participant deferral / active EE | $2,057 | $2,870-28.3% | $3,888-47.1% | $4,139-50.3% |
| Admin fee / account holder | $3,271 | $3,804-14.0% | $5,065-35.4% | $7,234-54.8% |