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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 | $93,345-10.5% | $119,126-29.9% | $87,485-4.5% |
| Participation rate | 31.2% | 68.7%-37.6pp | 75.8%-44.6pp | 68.9%-37.8pp |
| Annual return | 23.93% | 19.08%+4.9pp | 282.11%-258.2pp | 26.06%-2.1pp |
| Employer contribution / active EE | $1,945 | $3,172-38.7% | $4,034-51.8% | $2,596-25.1% |
| Participant deferral / active EE | $2,466 | $4,099-39.8% | $5,318-53.6% | $4,274-42.3% |
| Admin fee / account holder | $5,272 | $8,039-34.4% | $10,693-50.7% | $7,775-32.2% |