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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 | $73,032 | $55,932+30.6% | $76,735-4.8% | $67,986+7.4% |
| Participation rate | 64.9% | 50.8%+14.1pp | 69.5%-4.6pp | 57.2%+7.7pp |
| Annual return | 16.84% | 23.10%-6.3pp | 29.77%-12.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,055 | $1,487-29.0% | $2,454-57.0% | $2,019-47.7% |
| Participant deferral / active EE | $1,178 | $2,558-53.9% | $4,088-71.2% | $3,358-64.9% |
| Admin fee / account holder | $15,624 | $4,907+218.4% | $7,189+117.3% | $3,203+387.8% |