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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 | $76,914 | $55,902+37.6% | $76,030+1.2% | $80,959-5.0% |
| Participation rate | 28.6% | 62.1%-33.5pp | 69.1%-40.5pp | 67.7%-39.1pp |
| Annual return | 10.91% | 20.59%-9.7pp | 361.54%-350.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $712 | $1,867-61.8% | $2,688-73.5% | $2,757-74.2% |
| Participant deferral / active EE | $1,175 | $3,051-61.5% | $4,257-72.4% | $4,300-72.7% |
| Admin fee / account holder | $2,654 | $5,239-49.3% | $6,421-58.7% | $6,925-61.7% |