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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 | $69,855 | $81,358-14.1% | $155,556-55.1% | $80,959-13.7% |
| Participation rate | 53.1% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 55.07% | 33.39%+21.7pp | 64.84%-9.8pp | 35.67%+19.4pp |
| Employer contribution / active EE | $1,550 | $3,106-50.1% | $4,675-66.8% | $2,757-43.8% |
| Participant deferral / active EE | $3,416 | $3,455-1.1% | $5,631-39.3% | $4,300-20.6% |
| Admin fee / account holder | $862 | $7,994-89.2% | $15,885-94.6% | $6,925-87.6% |