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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 | $67,744 | $60,442+12.1% | $96,754-30.0% | $87,485-22.6% |
| Participation rate | 22.7% | 58.7%-36.0pp | 70.3%-47.5pp | 68.9%-46.2pp |
| Annual return | 16.96% | 21.97%-5.0pp | 82.04%-65.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $822 | $1,691-51.4% | $2,679-69.3% | $2,596-68.3% |
| Participant deferral / active EE | $1,643 | $3,280-49.9% | $4,758-65.5% | $4,274-61.6% |
| Admin fee / account holder | $1,388 | $5,069-72.6% | $8,905-84.4% | $7,775-82.1% |