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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 | $73,827 | $46,877+57.5% | $122,354-39.7% | $70,126+5.3% |
| Participation rate | 54.3% | 58.2%-3.9pp | 71.6%-17.4pp | 69.5%-15.3pp |
| Annual return | 30.55% | 24.22%+6.3pp | 30.28%+0.3pp | 73.15%-42.6pp |
| Employer contribution / active EE | $835 | $1,288-35.2% | $4,051-79.4% | $2,343-64.3% |
| Participant deferral / active EE | $1,505 | $2,167-30.6% | $3,287-54.2% | $3,332-54.8% |
| Admin fee / account holder | $322 | $3,324-90.3% | $5,479-94.1% | $4,645-93.1% |