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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 | $72,688 | $45,050+61.3% | $63,018+15.3% | $70,126+3.7% |
| Participation rate | 50.6% | 69.5%-18.9pp | 74.8%-24.2pp | 69.5%-18.9pp |
| Annual return | 13.91% | 18.76%-4.9pp | 87.62%-73.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $383 | $2,052-81.3% | $2,761-86.1% | $2,343-83.7% |
| Participant deferral / active EE | $2,853 | $2,466+15.7% | $3,330-14.3% | $3,332-14.4% |
| Admin fee / account holder | $1,403 | $2,834-50.5% | $3,601-61.0% | $4,645-69.8% |