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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 | $88,436 | $54,541+62.1% | $78,778+12.3% | $70,126+26.1% |
| Participation rate | 52.0% | 60.8%-8.8pp | 69.2%-17.2pp | 69.5%-17.5pp |
| Annual return | 13.27% | 21.07%-7.8pp | 35.62%-22.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $726 | $1,089-33.3% | $1,986-63.4% | $2,343-69.0% |
| Participant deferral / active EE | $1,701 | $2,210-23.0% | $2,958-42.5% | $3,332-48.9% |
| Admin fee / account holder | $1,794 | $3,709-51.6% | $5,134-65.1% | $4,645-61.4% |