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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 | $56,431+20.8% | $130,788-47.9% | $87,485-22.1% |
| Participation rate | 13.6% | 58.9%-45.3pp | 70.1%-56.5pp | 68.9%-55.3pp |
| Annual return | 17.08% | 91.27%-74.2pp | 386.44%-369.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $490 | $1,549-68.3% | $3,558-86.2% | $2,596-81.1% |
| Participant deferral / active EE | $1,560 | $2,749-43.3% | $4,137-62.3% | $4,274-63.5% |
| Admin fee / account holder | $2,387 | $4,433-46.1% | $6,673-64.2% | $7,775-69.3% |