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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 | $69,730 | $39,132+78.2% | $57,196+21.9% | $62,881+10.9% |
| Participation rate | 52.1% | 70.5%-18.4pp | 75.3%-23.2pp | 69.3%-17.2pp |
| Annual return | 36.67% | 9.24%+27.4pp | 14.59%+22.1pp | 20.14%+16.5pp |
| Employer contribution / active EE | $2,221 | $1,874+18.5% | $2,683-17.2% | $2,281-2.6% |
| Participant deferral / active EE | $3,155 | $2,374+32.9% | $3,096+1.9% | $3,203-1.5% |
| Admin fee / account holder | $1,426 | $2,594-45.0% | $3,141-54.6% | $4,296-66.8% |