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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 | $74,764 | $48,364+54.6% | $71,796+4.1% | $62,881+18.9% |
| Participation rate | 59.5% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.8pp |
| Annual return | 8.49% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $756 | $1,042-27.4% | $1,924-60.7% | $2,281-66.9% |
| Participant deferral / active EE | $1,264 | $2,091-39.6% | $2,794-54.8% | $3,203-60.5% |
| Admin fee / account holder | $6,007 | $3,771+59.3% | $4,815+24.8% | $4,296+39.8% |