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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 | $71,414 | $138,385-48.4% | $184,243-61.2% | $80,925-11.8% |
| Participation rate | 39.7% | 83.9%-44.2pp | 86.8%-47.1pp | 67.7%-27.9pp |
| Annual return | 23.70% | 20.02%+3.7pp | 28.82%-5.1pp | 35.65%-12.0pp |
| Employer contribution / active EE | $3,051 | $4,851-37.1% | $6,427-52.5% | $2,756+10.7% |
| Participant deferral / active EE | $5,678 | $7,075-19.7% | $9,132-37.8% | $4,299+32.1% |
| Admin fee / account holder | $1,997 | $10,489-81.0% | $13,914-85.6% | $6,940-71.2% |