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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 | $59,574 | $77,638-23.3% | $156,551-61.9% | $62,881-5.3% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 8.01% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $986 | $3,444-71.4% | $5,501-82.1% | $2,281-56.8% |
| Participant deferral / active EE | $1,366 | $3,046-55.2% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $11,769 | $5,561+111.6% | $13,028-9.7% | $4,296+174.0% |