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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 | $43,496+90.4% | $161,489-48.7% | $64,340+28.7% |
| Participation rate | 49.7% | 53.5%-3.8pp | 78.7%-29.0pp | 55.2%-5.5pp |
| Annual return | 63.76% | 20.76%+43.0pp | 89.72%-26.0pp | 24.14%+39.6pp |
| Employer contribution / active EE | $691 | $1,431-51.7% | $4,268-83.8% | $1,862-62.9% |
| Participant deferral / active EE | $2,414 | $1,996+21.0% | $5,630-57.1% | $2,980-19.0% |
| Admin fee / account holder | $5,264 | $2,330+125.9% | $16,006-67.1% | $3,703+42.2% |