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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 | $117,876 | $69,590+69.4% | $136,867-13.9% | $94,015+25.4% |
| Participation rate | 45.5% | 66.3%-20.9pp | 74.5%-29.1pp | 70.8%-25.4pp |
| Annual return | 13.71% | 19.62%-5.9pp | 42.97%-29.3pp | 17.84%-4.1pp |
| Employer contribution / active EE | $414 | $2,396-82.7% | $3,547-88.3% | $2,790-85.2% |
| Participant deferral / active EE | $1,952 | $3,437-43.2% | $4,924-60.3% | $4,249-54.1% |
| Admin fee / account holder | $7,339 | $8,912-17.6% | $10,340-29.0% | $8,951-18.0% |