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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 | $77,975 | $53,128+46.8% | $86,582-9.9% | $70,126+11.2% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 18.78% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,101 | $2,068-46.8% | $2,839-61.2% | $2,343-53.0% |
| Participant deferral / active EE | $2,406 | $2,695-10.7% | $3,609-33.3% | $3,332-27.8% |
| Admin fee / account holder | $5,341 | $3,584+49.0% | $4,904+8.9% | $4,645+15.0% |