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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 | $138,393-48.4% | $184,256-61.2% | $80,959-11.8% |
| Participation rate | 39.7% | 83.9%-44.2pp | 86.8%-47.1pp | 67.7%-27.9pp |
| Annual return | 23.70% | 20.01%+3.7pp | 28.85%-5.1pp | 35.67%-12.0pp |
| Employer contribution / active EE | $3,051 | $4,847-37.1% | $6,427-52.5% | $2,757+10.7% |
| Participant deferral / active EE | $5,678 | $7,076-19.8% | $9,133-37.8% | $4,300+32.0% |
| Admin fee / account holder | $1,997 | $10,489-81.0% | $13,899-85.6% | $6,925-71.2% |