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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 | $41,016+96.6% | $152,093-47.0% | $64,097+25.8% |
| Participation rate | 30.8% | 51.3%-20.5pp | 77.8%-47.0pp | 55.2%-24.4pp |
| Annual return | 17.65% | 39.60%-22.0pp | 66.36%-48.7pp | 34.64%-17.0pp |
| Employer contribution / active EE | $350 | $1,342-74.0% | $4,175-91.6% | $1,891-81.5% |
| Participant deferral / active EE | $1,990 | $1,927+3.2% | $5,451-63.5% | $3,080-35.4% |
| Admin fee / account holder | $3,299 | $2,305+43.1% | $14,497-77.2% | $3,454-4.5% |