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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 | $53,328 | $53,127+0.4% | $86,597-38.4% | $70,131-24.0% |
| Participation rate | 56.8% | 65.3%-8.5pp | 73.5%-16.7pp | 69.5%-12.7pp |
| Annual return | 16.20% | 27.66%-11.5pp | 964.96%-948.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $668 | $2,068-67.7% | $2,840-76.5% | $2,342-71.5% |
| Participant deferral / active EE | $2,674 | $2,696-0.8% | $3,609-25.9% | $3,332-19.7% |
| Admin fee / account holder | $9,841 | $3,585+174.5% | $4,906+100.6% | $4,645+111.8% |