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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 | $57,822 | $61,816-6.5% | $97,260-40.5% | $80,935-28.6% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.7%-24.8pp |
| Annual return | 14.59% | -558.73%+573.3pp | 75.54%-60.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,100 | $1,836-40.1% | $2,721-59.6% | $2,757-60.1% |
| Participant deferral / active EE | $1,561 | $3,027-48.4% | $4,262-63.4% | $4,299-63.7% |
| Admin fee / account holder | $9,192 | $5,166+78.0% | $5,640+63.0% | $6,924+32.8% |