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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 | $76,402 | $84,236-9.3% | $170,439-55.2% | $70,124+9.0% |
| Participation rate | 26.3% | 70.8%-44.5pp | 83.6%-57.3pp | 69.5%-43.2pp |
| Annual return | 58.86% | 23.06%+35.8pp | 205.94%-147.1pp | 73.14%-14.3pp |
| Employer contribution / active EE | $423 | $3,387-87.5% | $5,433-92.2% | $2,342-81.9% |
| Participant deferral / active EE | $1,265 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $433 | $5,698-92.4% | $13,881-96.9% | $4,645-90.7% |