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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 | $67,063 | $43,730+53.4% | $121,220-44.7% | $64,173+4.5% |
| Participation rate | 48.4% | 58.3%-10.0pp | 71.8%-23.4pp | 69.6%-21.2pp |
| Annual return | 7.46% | 68.94%-61.5pp | 16.94%-9.5pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,487 | $1,297+14.7% | $4,023-63.0% | $2,381-37.5% |
| Participant deferral / active EE | $2,204 | $2,281-3.4% | $3,345-34.1% | $3,470-36.5% |
| Admin fee / account holder | $7,890 | $3,502+125.3% | $5,021+57.2% | $4,887+61.4% |