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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 | $55,889+39.7% | $76,119+2.6% | $80,935-3.5% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 12.03% | 20.58%-8.6pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,207 | $1,866+18.3% | $2,693-18.0% | $2,757-19.9% |
| Participant deferral / active EE | $3,481 | $3,051+14.1% | $4,259-18.3% | $4,299-19.0% |
| Admin fee / account holder | $1,326 | $5,241-74.7% | $6,421-79.3% | $6,924-80.8% |