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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 | $77,234 | $48,364+59.7% | $71,796+7.6% | $62,881+22.8% |
| Participation rate | 41.3% | 60.6%-19.3pp | 69.1%-27.8pp | 69.3%-28.0pp |
| Annual return | 5.64% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $545 | $1,042-47.7% | $1,924-71.7% | $2,281-76.1% |
| Participant deferral / active EE | $1,208 | $2,091-42.3% | $2,794-56.8% | $3,203-62.3% |
| Admin fee / account holder | $13,116 | $3,771+247.8% | $4,815+172.4% | $4,296+205.3% |