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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 | $83,818 | $63,456+32.1% | $100,712-16.8% | $64,097+30.8% |
| Participation rate | 31.8% | 49.7%-17.9pp | 69.3%-37.5pp | 55.2%-23.4pp |
| Annual return | 23.81% | 19.65%+4.2pp | 33.27%-9.5pp | 34.64%-10.8pp |
| Employer contribution / active EE | $1,008 | $1,003+0.5% | $2,313-56.4% | $1,891-46.7% |
| Participant deferral / active EE | $2,053 | $2,463-16.7% | $4,085-49.7% | $3,080-33.3% |
| Admin fee / account holder | $11,922 | $4,808+148.0% | $9,256+28.8% | $3,454+245.1% |