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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 | $74,071 | $58,828+25.9% | $78,002-5.0% | $62,881+17.8% |
| Participation rate | 46.7% | 71.1%-24.4pp | 75.5%-28.9pp | 69.3%-22.6pp |
| Annual return | 8.66% | 17.16%-8.5pp | 425.99%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,242 | $1,672-25.7% | $2,470-49.7% | $2,281-45.5% |
| Participant deferral / active EE | $2,383 | $2,686-11.3% | $3,497-31.9% | $3,203-25.6% |
| Admin fee / account holder | $2,792 | $4,393-36.5% | $5,481-49.1% | $4,296-35.0% |