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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 | $71,238 | $39,132+82.0% | $57,196+24.6% | $62,881+13.3% |
| Participation rate | 44.3% | 70.5%-26.2pp | 75.3%-31.1pp | 69.3%-25.0pp |
| Annual return | 16.95% | 9.24%+7.7pp | 14.59%+2.4pp | 20.14%-3.2pp |
| Employer contribution / active EE | $595 | $1,874-68.3% | $2,683-77.8% | $2,281-73.9% |
| Participant deferral / active EE | $2,474 | $2,374+4.2% | $3,096-20.1% | $3,203-22.8% |
| Admin fee / account holder | $3,750 | $2,594+44.6% | $3,141+19.4% | $4,296-12.7% |