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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 | $68,136 | $58,828+15.8% | $78,002-12.6% | $62,881+8.4% |
| Participation rate | 47.5% | 71.1%-23.6pp | 75.5%-28.0pp | 69.3%-21.8pp |
| Annual return | 5.71% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,309 | $1,672-21.7% | $2,470-47.0% | $2,281-42.6% |
| Participant deferral / active EE | $2,972 | $2,686+10.7% | $3,497-15.0% | $3,203-7.2% |
| Admin fee / account holder | $6,668 | $4,393+51.8% | $5,481+21.7% | $4,296+55.2% |