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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 | $56,096 | $77,638-27.7% | $156,551-64.2% | $62,881-10.8% |
| Participation rate | 62.0% | 71.2%-9.2pp | 84.0%-22.0pp | 69.3%-7.3pp |
| Annual return | 7.30% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $683 | $3,444-80.2% | $5,501-87.6% | $2,281-70.1% |
| Participant deferral / active EE | $2,739 | $3,046-10.1% | $4,871-43.8% | $3,203-14.5% |
| Admin fee / account holder | $7,626 | $5,561+37.1% | $13,028-41.5% | $4,296+77.5% |