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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 | $76,643 | $85,169-10.0% | $172,755-55.6% | $72,983+5.0% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-7.9pp |
| Annual return | 25.07% | 27.32%-2.3pp | 802.94%-777.9pp | 81.01%-55.9pp |
| Employer contribution / active EE | $769 | $3,324-76.9% | $5,144-85.0% | $2,440-68.5% |
| Participant deferral / active EE | $3,770 | $3,260+15.6% | $5,198-27.5% | $3,608+4.5% |
| Admin fee / account holder | $2,281 | $5,880-61.2% | $13,955-83.7% | $5,124-55.5% |