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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 | $69,941 | $51,638+35.4% | $68,368+2.3% | $82,448-15.2% |
| Participation rate | 38.1% | 63.6%-25.5pp | 73.8%-35.7pp | 68.1%-30.0pp |
| Annual return | 16.39% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $264 | $2,047-87.1% | $2,649-90.1% | $2,551-89.7% |
| Participant deferral / active EE | $3,698 | $2,914+26.9% | $4,123-10.3% | $4,139-10.7% |
| Admin fee / account holder | $1,012 | $4,643-78.2% | $5,150-80.3% | $7,234-86.0% |