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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 | $72,241 | $55,889+29.3% | $76,119-5.1% | $80,935-10.7% |
| Participation rate | 28.1% | 62.1%-33.9pp | 69.1%-40.9pp | 67.7%-39.5pp |
| Annual return | 10.45% | 20.58%-10.1pp | 361.25%-350.8pp | 35.66%-25.2pp |
| Employer contribution / active EE | $707 | $1,866-62.1% | $2,693-73.7% | $2,757-74.4% |
| Participant deferral / active EE | $2,591 | $3,051-15.1% | $4,259-39.2% | $4,299-39.7% |
| Admin fee / account holder | $8,270 | $5,241+57.8% | $6,421+28.8% | $6,924+19.4% |