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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 | $91,371 | $48,364+88.9% | $71,796+27.3% | $62,881+45.3% |
| Participation rate | 51.4% | 60.6%-9.2pp | 69.1%-17.7pp | 69.3%-17.9pp |
| Annual return | 7.94% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $669 | $1,042-35.8% | $1,924-65.2% | $2,281-70.7% |
| Participant deferral / active EE | $2,373 | $2,091+13.5% | $2,794-15.1% | $3,203-25.9% |
| Admin fee / account holder | $733 | $3,771-80.6% | $4,815-84.8% | $4,296-82.9% |