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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 | $78,070 | $56,063+39.3% | $76,051+2.7% | $80,911-3.5% |
| Participation rate | 48.1% | 62.0%-13.9pp | 69.1%-20.9pp | 67.6%-19.5pp |
| Annual return | 12.03% | 20.54%-8.5pp | 360.42%-348.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $2,207 | $1,874+17.8% | $2,690-17.9% | $2,756-19.9% |
| Participant deferral / active EE | $3,481 | $3,052+14.0% | $4,257-18.2% | $4,297-19.0% |
| Admin fee / account holder | $1,326 | $5,240-74.7% | $6,416-79.3% | $6,935-80.9% |