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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 | $96,570 | $81,358+18.7% | $155,556-37.9% | $80,959+19.3% |
| Participation rate | 28.8% | 66.3%-37.5pp | 78.2%-49.5pp | 67.7%-38.9pp |
| Annual return | 12.80% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $777 | $3,106-75.0% | $4,675-83.4% | $2,757-71.8% |
| Participant deferral / active EE | $1,291 | $3,455-62.6% | $5,631-77.1% | $4,300-70.0% |
| Admin fee / account holder | $2,641 | $7,994-67.0% | $15,885-83.4% | $6,925-61.9% |