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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 | $74,370 | $48,053+54.8% | $84,628-12.1% | $72,975+1.9% |
| Participation rate | 22.8% | 57.6%-34.8pp | 68.2%-45.4pp | 69.5%-46.7pp |
| Annual return | 28.50% | 37.39%-8.9pp | 258.80%-230.3pp | 81.01%-52.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,205 | $2,681-55.0% | $3,900-69.1% | $3,608-66.6% |
| Admin fee / account holder | $2,194 | $3,395-35.4% | $4,914-55.4% | $5,124-57.2% |