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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 | $85,995 | $46,534+84.8% | $64,097+34.2% | $75,177+14.4% |
| Participation rate | 28.6% | 65.9%-37.4pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $847 | $1,976-57.2% | $2,750-69.2% | $2,671-68.3% |
| Participant deferral / active EE | $1,409 | $2,835-50.3% | $3,881-63.7% | $4,126-65.8% |
| Admin fee / account holder | $932 | $2,957-68.5% | $3,070-69.6% | $5,651-83.5% |