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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 | $59,240 | $41,377+43.2% | $109,313-45.8% | $62,881-5.8% |
| Participation rate | 66.7% | 57.5%+9.1pp | 71.3%-4.6pp | 69.3%-2.6pp |
| Annual return | 7.13% | 11.05%-3.9pp | 22.07%-14.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $556 | $1,276-56.5% | $3,892-85.7% | $2,281-75.6% |
| Participant deferral / active EE | $2,902 | $2,045+41.9% | $3,166-8.4% | $3,203-9.4% |
| Admin fee / account holder | $920 | $2,884-68.1% | $5,666-83.8% | $4,296-78.6% |