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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 | $77,988 | $88,360-11.7% | $145,433-46.4% | $67,986+14.7% |
| Participation rate | 47.2% | 65.5%-18.2pp | 82.1%-34.9pp | 57.2%-10.0pp |
| Annual return | 16.87% | 63.15%-46.3pp | 66.58%-49.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,135 | $3,054-62.8% | $4,554-75.1% | $2,019-43.8% |
| Participant deferral / active EE | $2,770 | $5,932-53.3% | $7,897-64.9% | $3,358-17.5% |
| Admin fee / account holder | $3,251 | $3,313-1.9% | $13,129-75.2% | $3,203+1.5% |