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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 | $53,669 | $52,581+2.1% | $130,788-59.0% | $64,340-16.6% |
| Participation rate | 25.2% | 46.5%-21.4pp | 70.1%-44.9pp | 55.2%-30.1pp |
| Annual return | 19.11% | 20.39%-1.3pp | 386.44%-367.3pp | 24.14%-5.0pp |
| Employer contribution / active EE | $348 | $1,031-66.3% | $3,558-90.2% | $1,862-81.3% |
| Participant deferral / active EE | $1,040 | $2,200-52.7% | $4,137-74.9% | $2,980-65.1% |
| Admin fee / account holder | $7,080 | $4,583+54.5% | $6,673+6.1% | $3,703+91.2% |