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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 | $79,863 | $72,273+10.5% | $101,275-21.1% | $79,8560% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 24.27% | 22.30%+2.0pp | 46.48%-22.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,300 | $2,691-51.7% | $3,660-64.5% | $2,471-47.4% |
| Participant deferral / active EE | $2,900 | $3,282-11.6% | $4,371-33.7% | $3,741-22.5% |
| Admin fee / account holder | $464 | $4,401-89.5% | $5,948-92.2% | $5,306-91.3% |