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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 | $80,543 | $52,353+53.8% | $120,225-33.0% | $82,448-2.3% |
| Participation rate | 25.3% | 58.3%-33.0pp | 69.6%-44.3pp | 68.1%-42.8pp |
| Annual return | 14.38% | 61.85%-47.5pp | 439.23%-424.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $656 | $1,510-56.5% | $3,475-81.1% | $2,551-74.3% |
| Participant deferral / active EE | $897 | $2,627-65.9% | $3,999-77.6% | $4,139-78.3% |
| Admin fee / account holder | $2,229 | $4,363-48.9% | $5,696-60.9% | $7,234-69.2% |