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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 | $81,982 | $90,486-9.4% | $78,676+4.2% | $273,972-70.1% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 5.90% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $851 | $3,175-73.2% | $2,850-70.1% | $4,869-82.5% |
| Participant deferral / active EE | $2,488 | $3,901-36.2% | $3,517-29.3% | $5,287-53.0% |
| Admin fee / account holder | $2,982 | $5,263-43.3% | $4,510-33.9% | $10,133-70.6% |