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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 | $60,636 | $41,824+45.0% | $136,833-55.7% | $69,733-13.0% |
| Participation rate | 22.0% | 29.3%-7.3pp | 59.0%-37.0pp | 62.5%-40.4pp |
| Annual return | 15.72% | 13.53%+2.2pp | 35.32%-19.6pp | 15.22%+0.5pp |
| Employer contribution / active EE | $459 | $494-7.1% | $1,319-65.2% | $2,250-79.6% |
| Participant deferral / active EE | $929 | $1,105-15.9% | $2,441-61.9% | $3,054-69.6% |
| Admin fee / account holder | $3,904 | $2,895+34.8% | $4,706-17.0% | $3,102+25.8% |