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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 | $55,930+37.5% | $76,089+1.1% | $80,925-5.0% |
| Participation rate | 28.6% | 62.1%-33.5pp | 69.1%-40.5pp | 67.7%-39.1pp |
| Annual return | 10.91% | 20.58%-9.7pp | 360.94%-350.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $712 | $1,866-61.8% | $2,690-73.5% | $2,756-74.2% |
| Participant deferral / active EE | $1,175 | $3,051-61.5% | $4,259-72.4% | $4,299-72.7% |
| Admin fee / account holder | $2,654 | $5,241-49.4% | $6,418-58.6% | $6,940-61.8% |