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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 | $60,989 | $51,184+19.2% | $66,439-8.2% | $86,983-29.9% |
| Participation rate | 34.6% | 68.5%-33.9pp | 74.5%-39.9pp | 69.5%-34.9pp |
| Annual return | 11.70% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.1pp |
| Employer contribution / active EE | $488 | $2,023-75.9% | $2,637-81.5% | $2,584-81.1% |
| Participant deferral / active EE | $1,179 | $2,927-59.7% | $3,876-69.6% | $4,194-71.9% |
| Admin fee / account holder | $1,369 | $4,154-67.1% | $6,173-77.8% | $7,856-82.6% |