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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 | $64,359 | $48,076+33.9% | $78,693-18.2% | $62,891+2.3% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.6%-38.6pp | 69.3%-34.3pp |
| Annual return | 5.61% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,083 | $2,015-46.2% | $2,850-62.0% | $2,281-52.5% |
| Participant deferral / active EE | $958 | $2,588-63.0% | $3,517-72.8% | $3,203-70.1% |
| Admin fee / account holder | $3,336 | $3,207+4.0% | $4,511-26.0% | $4,296-22.3% |