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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 | $81,716 | $45,343+80.2% | $150,298-45.6% | $67,986+20.2% |
| Participation rate | 29.0% | 51.9%-22.9pp | 77.8%-48.8pp | 57.2%-28.2pp |
| Annual return | 15.07% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $603 | $1,462-58.8% | $4,154-85.5% | $2,019-70.1% |
| Participant deferral / active EE | $1,299 | $2,055-36.8% | $5,453-76.2% | $3,358-61.3% |
| Admin fee / account holder | $11,171 | $2,250+396.5% | $14,116-20.9% | $3,203+248.8% |