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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 | $85,707 | $85,171+0.6% | $172,753-50.4% | $72,976+17.4% |
| Participation rate | 34.9% | 70.1%-35.2pp | 82.6%-47.8pp | 69.5%-34.6pp |
| Annual return | 28.85% | 27.32%+1.5pp | 803.00%-774.1pp | 81.02%-52.2pp |
| Employer contribution / active EE | $876 | $3,324-73.6% | $5,144-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,232 | $3,260-31.5% | $5,198-57.1% | $3,608-38.1% |
| Admin fee / account holder | $4,802 | $5,880-18.3% | $13,956-65.6% | $5,124-6.3% |