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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 | $81,869 | $48,078+70.3% | $78,676+4.1% | $62,881+30.2% |
| Participation rate | 27.3% | 65.2%-37.9pp | 73.6%-46.3pp | 69.3%-42.0pp |
| Annual return | 5.12% | 31.36%-26.2pp | 62.19%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $808 | $2,015-59.9% | $2,850-71.7% | $2,281-64.6% |
| Participant deferral / active EE | $808 | $2,587-68.8% | $3,517-77.0% | $3,203-74.8% |
| Admin fee / account holder | $503 | $3,206-84.3% | $4,510-88.9% | $4,296-88.3% |