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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 | $69,666 | $53,236+30.9% | $86,233-19.2% | $103,975-33.0% |
| Participation rate | 1.9% | 34.4%-32.5pp | 69.0%-67.1pp | 72.5%-70.7pp |
| Annual return | 15.75% | 16.04%-0.3pp | 61.39%-45.6pp | 19.41%-3.7pp |
| Employer contribution / active EE | $69 | $1,362-94.9% | $2,504-97.2% | $3,722-98.1% |
| Participant deferral / active EE | $159 | $2,309-93.1% | $4,559-96.5% | $5,343-97.0% |
| Admin fee / account holder | $4,605 | $2,172+112.0% | $8,342-44.8% | $332+1285.4% |