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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 | $43,749+89.3% | $158,223-47.7% | $65,306+26.8% |
| Participation rate | 49.7% | 56.9%-7.2pp | 79.2%-29.5pp | 57.7%-8.0pp |
| Annual return | 63.76% | 19.41%+44.4pp | 52.09%+11.7pp | 21.94%+41.8pp |
| Employer contribution / active EE | $691 | $1,497-53.8% | $4,109-83.2% | $1,967-64.9% |
| Participant deferral / active EE | $2,414 | $2,019+19.6% | $5,467-55.8% | $2,959-18.4% |
| Admin fee / account holder | $5,264 | $1,930+172.7% | $16,047-67.2% | $3,480+51.3% |