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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 | $59,707 | $41,016+45.6% | $152,093-60.7% | $64,097-6.8% |
| Participation rate | 36.5% | 51.3%-14.9pp | 77.8%-41.3pp | 55.2%-18.7pp |
| Annual return | 12.85% | 39.60%-26.7pp | 66.36%-53.5pp | 34.64%-21.8pp |
| Employer contribution / active EE | $1,304 | $1,342-2.9% | $4,175-68.8% | $1,891-31.1% |
| Participant deferral / active EE | $2,089 | $1,927+8.4% | $5,451-61.7% | $3,080-32.2% |
| Admin fee / account holder | $2,988 | $2,305+29.6% | $14,497-79.4% | $3,454-13.5% |