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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 | $55,792 | $32,037+74.1% | $69,182-19.4% | $62,881-11.3% |
| Participation rate | 8.6% | 43.4%-34.8pp | 55.1%-46.5pp | 69.3%-60.7pp |
| Annual return | 1163.56% | 15.16%+1148.4pp | -21.93%+1185.5pp | 20.14%+1143.4pp |
| Employer contribution / active EE | $199 | $679-70.7% | $1,206-83.5% | $2,281-91.3% |
| Participant deferral / active EE | $710 | $1,185-40.1% | $1,897-62.6% | $3,203-77.8% |
| Admin fee / account holder | $518 | $2,608-80.1% | $2,697-80.8% | $4,296-87.9% |