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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 | $58,467 | $45,566+28.3% | $64,105-8.8% | $59,633-2.0% |
| Participation rate | 64.5% | 60.2%+4.3pp | 68.2%-3.7pp | 68.7%-4.2pp |
| Annual return | 14.33% | 4.95%+9.4pp | 791.24%-776.9pp | 2041.45%-2027.1pp |
| Employer contribution / active EE | $340 | $934-63.7% | $1,820-81.3% | $2,203-84.6% |
| Participant deferral / active EE | $2,057 | $2,0570% | $2,822-27.1% | $3,192-35.5% |
| Admin fee / account holder | $955 | $3,268-70.8% | $4,499-78.8% | $4,297-77.8% |