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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 | $79,546 | $112,729-29.4% | $98,716-19.4% | $137,256-42.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 10.70% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $498 | $2,725-81.7% | $2,279-78.1% | $4,156-88.0% |
| Participant deferral / active EE | $5,070 | $4,640+9.3% | $4,048+25.3% | $6,407-20.9% |
| Admin fee / account holder | $426 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |