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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 | $88,809 | $91,179-2.6% | $178,499-50.2% | $79,852+11.2% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 18.95% | 24.19%-5.2pp | 151.10%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $690 | $3,256-78.8% | $5,011-86.2% | $2,471-72.1% |
| Participant deferral / active EE | $2,411 | $3,236-25.5% | $5,202-53.7% | $3,740-35.5% |
| Admin fee / account holder | $2,304 | $6,749-65.9% | $13,986-83.5% | $5,306-56.6% |