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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 | $80,635 | $43,749+84.3% | $158,223-49.0% | $65,306+23.5% |
| Participation rate | 30.8% | 56.9%-26.1pp | 79.2%-48.4pp | 57.7%-26.9pp |
| Annual return | 17.65% | 19.41%-1.8pp | 52.09%-34.4pp | 21.94%-4.3pp |
| Employer contribution / active EE | $350 | $1,497-76.7% | $4,109-91.5% | $1,967-82.2% |
| Participant deferral / active EE | $1,990 | $2,019-1.5% | $5,467-63.6% | $2,959-32.8% |
| Admin fee / account holder | $3,299 | $1,930+70.9% | $16,047-79.4% | $3,480-5.2% |