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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 | $95,922 | $85,171+12.6% | $172,753-44.5% | $72,976+31.4% |
| Participation rate | 13.9% | 70.1%-56.2pp | 82.6%-68.8pp | 69.5%-55.6pp |
| Annual return | 16.68% | 27.32%-10.6pp | 803.00%-786.3pp | 81.02%-64.3pp |
| Employer contribution / active EE | $553 | $3,324-83.4% | $5,144-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $1,353 | $3,260-58.5% | $5,198-74.0% | $3,608-62.5% |
| Admin fee / account holder | $2,270 | $5,880-61.4% | $13,956-83.7% | $5,124-55.7% |