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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 | $63,015 | $49,896+26.3% | $80,627-21.8% | $75,173-16.2% |
| Participation rate | 22.1% | 55.3%-33.2pp | 67.0%-44.9pp | 67.2%-45.1pp |
| Annual return | 21.83% | 34.67%-12.8pp | 936.76%-914.9pp | 160.72%-138.9pp |
| Employer contribution / active EE | $659 | $1,699-61.2% | $2,723-75.8% | $2,671-75.3% |
| Participant deferral / active EE | $1,786 | $2,992-40.3% | $4,443-59.8% | $4,126-56.7% |
| Admin fee / account holder | $2,066 | $3,578-42.3% | $5,381-61.6% | $5,651-63.4% |