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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 | $68,313 | $48,078+42.1% | $78,676-13.2% | $62,881+8.6% |
| Participation rate | 32.3% | 65.2%-32.9pp | 73.6%-41.3pp | 69.3%-37.0pp |
| Annual return | 7.78% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $946 | $2,015-53.1% | $2,850-66.8% | $2,281-58.5% |
| Participant deferral / active EE | $1,549 | $2,587-40.1% | $3,517-56.0% | $3,203-51.6% |
| Admin fee / account holder | $8,218 | $3,206+156.3% | $4,510+82.2% | $4,296+91.3% |