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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 | $81,276+18.8% | $155,574-37.9% | $80,925+19.3% |
| Participation rate | 28.8% | 66.2%-37.5pp | 78.2%-49.4pp | 67.7%-38.9pp |
| Annual return | 12.80% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $777 | $3,103-75.0% | $4,676-83.4% | $2,756-71.8% |
| Participant deferral / active EE | $1,291 | $3,453-62.6% | $5,629-77.1% | $4,299-70.0% |
| Admin fee / account holder | $2,641 | $7,993-67.0% | $15,914-83.4% | $6,940-61.9% |