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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 | $81,134 | $45,050+80.1% | $63,018+28.7% | $70,126+15.7% |
| Participation rate | 55.9% | 69.5%-13.6pp | 74.8%-18.9pp | 69.5%-13.6pp |
| Annual return | 14.74% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $948 | $2,052-53.8% | $2,761-65.7% | $2,343-59.5% |
| Participant deferral / active EE | $1,570 | $2,466-36.3% | $3,330-52.8% | $3,332-52.9% |
| Admin fee / account holder | $6,905 | $2,834+143.7% | $3,601+91.8% | $4,645+48.6% |