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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 | $65,989 | $46,688+41.3% | $189,758-65.2% | $69,733-5.4% |
| Participation rate | 34.4% | 61.7%-27.3pp | 79.8%-45.4pp | 62.5%-28.0pp |
| Annual return | 15.78% | 14.35%+1.4pp | 52.62%-36.8pp | 15.22%+0.6pp |
| Employer contribution / active EE | $657 | $1,695-61.2% | $4,767-86.2% | $2,250-70.8% |
| Participant deferral / active EE | $1,371 | $2,143-36.0% | $5,856-76.6% | $3,054-55.1% |
| Admin fee / account holder | $2,705 | $1,700+59.1% | $20,388-86.7% | $3,102-12.8% |