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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 | $87,787 | $101,795-13.8% | $165,100-46.8% | $80,959+8.4% |
| Participation rate | 68.3% | 71.8%-3.5pp | 78.6%-10.3pp | 67.7%+0.6pp |
| Annual return | 21.82% | 16.73%+5.1pp | 70.21%-48.4pp | 35.67%-13.8pp |
| Employer contribution / active EE | $888 | $2,954-69.9% | $4,348-79.6% | $2,757-67.8% |
| Participant deferral / active EE | $2,976 | $4,476-33.5% | $6,035-50.7% | $4,300-30.8% |
| Admin fee / account holder | $2,815 | $8,221-65.8% | $12,696-77.8% | $6,925-59.4% |