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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 | $63,604 | $55,453+14.7% | $170,435-62.7% | $62,293+2.1% |
| Participation rate | 43.7% | 66.4%-22.7pp | 83.6%-39.9pp | 69.5%-25.8pp |
| Annual return | 27.20% | 21.38%+5.8pp | 205.94%-178.7pp | 28.90%-1.7pp |
| Employer contribution / active EE | $523 | $2,164-75.8% | $5,432-90.4% | $2,042-74.4% |
| Participant deferral / active EE | $2,122 | $2,303-7.8% | $4,939-57.0% | $3,169-33.0% |
| Admin fee / account holder | $2,170 | $455+376.9% | $13,881-84.4% | $479+352.7% |