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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 | $64,204 | $81,276-21.0% | $155,574-58.7% | $80,925-20.7% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 62.72% | 33.36%+29.4pp | 64.87%-2.2pp | 35.65%+27.1pp |
| Employer contribution / active EE | $1,948 | $3,103-37.2% | $4,676-58.3% | $2,756-29.3% |
| Participant deferral / active EE | $4,477 | $3,453+29.7% | $5,629-20.5% | $4,299+4.2% |
| Admin fee / account holder | $540 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |