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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 | $77,083 | $89,367-13.7% | $141,191-45.4% | $72,975+5.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 25.73% | 111.87%-86.1pp | 71.41%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,149 | $3,115-63.1% | $4,736-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,497 | $5,419-53.9% | $6,710-62.8% | $3,608-30.8% |
| Admin fee / account holder | $972 | $5,957-83.7% | $10,264-90.5% | $5,124-81.0% |