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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 | $51,736+3.7% | $120,225-55.4% | $67,986-21.1% |
| Participation rate | 25.2% | 46.1%-20.9pp | 69.6%-44.4pp | 57.2%-32.0pp |
| Annual return | 19.11% | 31.98%-12.9pp | 439.23%-420.1pp | 31.67%-12.6pp |
| Employer contribution / active EE | $348 | $1,071-67.6% | $3,475-90.0% | $2,019-82.8% |
| Participant deferral / active EE | $1,040 | $2,206-52.8% | $3,999-74.0% | $3,358-69.0% |
| Admin fee / account holder | $7,080 | $4,159+70.2% | $5,696+24.3% | $3,203+121.0% |