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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 | $82,034 | $77,638+5.7% | $156,551-47.6% | $62,881+30.5% |
| Participation rate | 51.6% | 71.2%-19.6pp | 84.0%-32.4pp | 69.3%-17.7pp |
| Annual return | 6.72% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,618 | $3,444-53.0% | $5,501-70.6% | $2,281-29.1% |
| Participant deferral / active EE | $3,592 | $3,046+17.9% | $4,871-26.3% | $3,203+12.1% |
| Admin fee / account holder | $1,562 | $5,561-71.9% | $13,028-88.0% | $4,296-63.6% |