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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 | $63,185 | $55,453+13.9% | $170,435-62.9% | $62,293+1.4% |
| Participation rate | 61.0% | 66.4%-5.4pp | 83.6%-22.6pp | 69.5%-8.6pp |
| Annual return | 16.94% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $883 | $2,164-59.2% | $5,432-83.7% | $2,042-56.8% |
| Participant deferral / active EE | $1,183 | $2,303-48.6% | $4,939-76.1% | $3,169-62.7% |
| Admin fee / account holder | $4,689 | $455+930.4% | $13,881-66.2% | $479+878.2% |