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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 | $55,594 | $107,030-48.1% | $73,550-24.4% | $147,586-62.3% |
| Participation rate | 18.2% | 66.4%-48.2pp | 54.9%-36.7pp | 82.8%-64.6pp |
| Annual return | 19.17% | 38.25%-19.1pp | -15.16%+34.3pp | 578.59%-559.4pp |
| Employer contribution / active EE | $262 | $1,760-85.1% | $1,219-78.5% | $4,876-94.6% |
| Participant deferral / active EE | $3,273 | $2,458+33.1% | $1,804+81.4% | $5,439-39.8% |
| Admin fee / account holder | $959 | $3,055-68.6% | $2,320-58.7% | $10,886-91.2% |