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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 | $75,199 | $16,790+347.9% | $64,489+16.6% | $67,986+10.6% |
| Participation rate | 35.8% | 62.4%-26.6pp | 67.7%-31.8pp | 57.2%-21.4pp |
| Annual return | 20.73% | 30.55%-9.8pp | 55.03%-34.3pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,518 | $648+134.3% | $1,523-0.3% | $2,019-24.8% |
| Participant deferral / active EE | $2,411 | $1,510+59.6% | $2,778-13.2% | $3,358-28.2% |
| Admin fee / account holder | $3,765 | $1,690+122.8% | $4,260-11.6% | $3,203+17.5% |