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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 | $79,243 | $54,541+45.3% | $78,778+0.6% | $70,126+13.0% |
| Participation rate | 36.4% | 60.8%-24.4pp | 69.2%-32.8pp | 69.5%-33.2pp |
| Annual return | 17.87% | 21.07%-3.2pp | 35.62%-17.7pp | 73.15%-55.3pp |
| Employer contribution / active EE | $710 | $1,089-34.8% | $1,986-64.2% | $2,343-69.7% |
| Participant deferral / active EE | $1,729 | $2,210-21.8% | $2,958-41.6% | $3,332-48.1% |
| Admin fee / account holder | $563 | $3,709-84.8% | $5,134-89.0% | $4,645-87.9% |