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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 | $84,867 | $45,041+88.4% | $63,003+34.7% | $70,131+21.0% |
| Participation rate | 15.8% | 69.5%-53.7pp | 74.8%-59.0pp | 69.5%-53.8pp |
| Annual return | 17.97% | 18.76%-0.8pp | 87.59%-69.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $551 | $2,052-73.2% | $2,760-80.1% | $2,342-76.5% |
| Participant deferral / active EE | $879 | $2,465-64.3% | $3,329-73.6% | $3,332-73.6% |
| Admin fee / account holder | $2,478 | $2,836-12.6% | $3,600-31.2% | $4,645-46.7% |