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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 | $73,641 | $48,364+52.3% | $71,796+2.6% | $62,881+17.1% |
| Participation rate | 45.2% | 60.6%-15.4pp | 69.1%-23.9pp | 69.3%-24.1pp |
| Annual return | 7.53% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $917 | $1,042-12.0% | $1,924-52.4% | $2,281-59.8% |
| Participant deferral / active EE | $1,459 | $2,091-30.2% | $2,794-47.8% | $3,203-54.5% |
| Admin fee / account holder | $2,314 | $3,771-38.6% | $4,815-51.9% | $4,296-46.1% |