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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 | $77,378 | $61,815+25.2% | $97,295-20.5% | $80,959-4.4% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.7%-34.2pp | 67.7%-29.2pp |
| Annual return | 12.31% | -558.73%+571.0pp | 75.62%-63.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $402 | $1,836-78.1% | $2,723-85.2% | $2,757-85.4% |
| Participant deferral / active EE | $1,146 | $3,027-62.1% | $4,264-73.1% | $4,300-73.4% |
| Admin fee / account holder | $3,148 | $5,166-39.1% | $5,646-44.2% | $6,925-54.5% |