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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 | $83,566 | $88,672-5.8% | $105,223-20.6% | $82,448+1.4% |
| Participation rate | 31.2% | 67.9%-36.8pp | 75.0%-43.9pp | 68.1%-36.9pp |
| Annual return | 23.93% | 30.86%-6.9pp | 180.65%-156.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,945 | $3,048-36.2% | $3,689-47.3% | $2,551-23.7% |
| Participant deferral / active EE | $2,466 | $4,036-38.9% | $5,072-51.4% | $4,139-40.4% |
| Admin fee / account holder | $5,272 | $7,146-26.2% | $8,859-40.5% | $7,234-27.1% |