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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 | $77,374 | $45,343+70.6% | $150,298-48.5% | $67,986+13.8% |
| Participation rate | 37.7% | 51.9%-14.1pp | 77.8%-40.0pp | 57.2%-19.5pp |
| Annual return | 12.59% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $713 | $1,462-51.2% | $4,154-82.8% | $2,019-64.7% |
| Participant deferral / active EE | $969 | $2,055-52.9% | $5,453-82.2% | $3,358-71.2% |
| Admin fee / account holder | $2,854 | $2,250+26.9% | $14,116-79.8% | $3,203-10.9% |