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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 | $72,397 | $48,364+49.7% | $71,796+0.8% | $62,881+15.1% |
| Participation rate | 32.7% | 60.6%-27.9pp | 69.1%-36.4pp | 69.3%-36.6pp |
| Annual return | 5.14% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $680 | $1,042-34.7% | $1,924-64.7% | $2,281-70.2% |
| Participant deferral / active EE | $1,757 | $2,091-16.0% | $2,794-37.1% | $3,203-45.2% |
| Admin fee / account holder | $7,405 | $3,771+96.4% | $4,815+53.8% | $4,296+72.4% |