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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 | $57,506 | $75,832-24.2% | $147,617-61.0% | $59,633-3.6% |
| Participation rate | 66.0% | 71.6%-5.6pp | 84.6%-18.6pp | 68.7%-2.7pp |
| Annual return | 18.44% | 0.37%+18.1pp | 61.98%-43.5pp | 2041.45%-2023.0pp |
| Employer contribution / active EE | $718 | $3,485-79.4% | $5,564-87.1% | $2,203-67.4% |
| Participant deferral / active EE | $2,664 | $3,131-14.9% | $4,895-45.6% | $3,192-16.5% |
| Admin fee / account holder | $8,346 | $5,986+39.4% | $11,612-28.1% | $4,297+94.2% |