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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 | $80,683 | $77,901+3.6% | $149,717-46.1% | $75,181+7.3% |
| Participation rate | 32.4% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.8pp |
| Annual return | 16.92% | 31.73%-14.8pp | 134.41%-117.5pp | 160.69%-143.8pp |
| Employer contribution / active EE | $723 | $3,137-76.9% | $4,820-85.0% | $2,671-72.9% |
| Participant deferral / active EE | $1,299 | $3,411-61.9% | $5,682-77.1% | $4,126-68.5% |
| Admin fee / account holder | $4,308 | $5,949-27.6% | $13,213-67.4% | $5,650-23.8% |