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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 | $76,411 | $61,816+23.6% | $97,260-21.4% | $80,935-5.6% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.7%-24.5pp | 67.7%-19.5pp |
| Annual return | 15.69% | -558.73%+574.4pp | 75.54%-59.9pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,242 | $1,836-32.4% | $2,721-54.4% | $2,757-54.9% |
| Participant deferral / active EE | $3,765 | $3,027+24.4% | $4,262-11.6% | $4,299-12.4% |
| Admin fee / account holder | $602 | $5,166-88.4% | $5,640-89.3% | $6,924-91.3% |