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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 | $82,814 | $45,343+82.6% | $150,298-44.9% | $67,986+21.8% |
| Participation rate | 49.7% | 51.9%-2.1pp | 77.8%-28.0pp | 57.2%-7.5pp |
| Annual return | 63.76% | 33.28%+30.5pp | 62.79%+1.0pp | 31.67%+32.1pp |
| Employer contribution / active EE | $691 | $1,462-52.7% | $4,154-83.4% | $2,019-65.7% |
| Participant deferral / active EE | $2,414 | $2,055+17.5% | $5,453-55.7% | $3,358-28.1% |
| Admin fee / account holder | $5,264 | $2,250+134.0% | $14,116-62.7% | $3,203+64.3% |