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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 | $68,184 | $52,353+30.2% | $120,225-43.3% | $82,448-17.3% |
| Participation rate | 13.6% | 58.3%-44.7pp | 69.6%-55.9pp | 68.1%-54.4pp |
| Annual return | 17.08% | 61.85%-44.8pp | 439.23%-422.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $490 | $1,510-67.5% | $3,475-85.9% | $2,551-80.8% |
| Participant deferral / active EE | $1,560 | $2,627-40.6% | $3,999-61.0% | $4,139-62.3% |
| Admin fee / account holder | $2,387 | $4,363-45.3% | $5,696-58.1% | $7,234-67.0% |