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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 | $53,280 | $45,087+18.2% | $69,483-23.3% | $72,976-27.0% |
| Participation rate | 66.3% | 68.5%-2.2pp | 74.6%-8.3pp | 69.5%-3.2pp |
| Annual return | 6.33% | 22.67%-16.3pp | 28.99%-22.7pp | 81.02%-74.7pp |
| Employer contribution / active EE | $766 | $2,055-62.8% | $2,780-72.5% | $2,440-68.6% |
| Participant deferral / active EE | $2,026 | $2,603-22.2% | $3,537-42.7% | $3,608-43.8% |
| Admin fee / account holder | $4,081 | $3,057+33.5% | $3,841+6.3% | $5,124-20.3% |