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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 | $80,926 | $77,908+3.9% | $149,696-45.9% | $75,173+7.7% |
| Participation rate | 51.2% | 65.6%-14.4pp | 78.8%-27.6pp | 67.2%-16.0pp |
| Annual return | 15.92% | 31.73%-15.8pp | 134.46%-118.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $807 | $3,138-74.3% | $4,821-83.3% | $2,671-69.8% |
| Participant deferral / active EE | $3,733 | $3,411+9.4% | $5,682-34.3% | $4,126-9.5% |
| Admin fee / account holder | $3,502 | $5,950-41.1% | $13,212-73.5% | $5,651-38.0% |