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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 | $72,839 | $61,338+18.8% | $149,717-51.3% | $71,495+1.9% |
| Participation rate | 36.7% | 62.5%-25.8pp | 78.8%-42.0pp | 67.9%-31.2pp |
| Annual return | 17.01% | 35.86%-18.8pp | 134.41%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $933 | $2,381-60.8% | $4,820-80.6% | $2,589-64.0% |
| Participant deferral / active EE | $2,419 | $2,919-17.1% | $5,682-57.4% | $4,291-43.6% |
| Admin fee / account holder | $2,667 | $1,263+111.2% | $13,213-79.8% | $1,588+68.0% |