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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 | $76,808 | $45,087+70.4% | $69,483+10.5% | $72,976+5.3% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 20.03% | 22.67%-2.6pp | 28.99%-9.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,269 | $2,055-38.2% | $2,780-54.3% | $2,440-48.0% |
| Participant deferral / active EE | $3,387 | $2,603+30.1% | $3,537-4.2% | $3,608-6.1% |
| Admin fee / account holder | $2,474 | $3,057-19.1% | $3,841-35.6% | $5,124-51.7% |