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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 | $77,882 | $39,132+99.0% | $57,196+36.2% | $62,881+23.9% |
| Participation rate | 46.7% | 70.5%-23.8pp | 75.3%-28.7pp | 69.3%-22.6pp |
| Annual return | 8.47% | 9.24%-0.8pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $764 | $1,874-59.2% | $2,683-71.5% | $2,281-66.5% |
| Participant deferral / active EE | $5,409 | $2,374+127.8% | $3,096+74.7% | $3,203+68.9% |
| Admin fee / account holder | $7,798 | $2,594+200.6% | $3,141+148.3% | $4,296+81.5% |