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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 | $84,197 | $48,053+75.2% | $84,628-0.5% | $72,975+15.4% |
| Participation rate | 28.7% | 57.6%-28.9pp | 68.2%-39.5pp | 69.5%-40.8pp |
| Annual return | 19.35% | 37.39%-18.0pp | 258.80%-239.4pp | 81.01%-61.7pp |
| Employer contribution / active EE | $387 | $1,602-75.9% | $2,653-85.4% | $2,440-84.2% |
| Participant deferral / active EE | $1,682 | $2,681-37.2% | $3,900-56.9% | $3,608-53.4% |
| Admin fee / account holder | $36,100 | $3,395+963.2% | $4,914+634.7% | $5,124+604.5% |