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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 | $43,749+36.5% | $158,223-62.3% | $65,306-8.6% |
| Participation rate | 36.5% | 56.9%-20.4pp | 79.2%-42.7pp | 57.7%-21.2pp |
| Annual return | 12.85% | 19.41%-6.6pp | 52.09%-39.2pp | 21.94%-9.1pp |
| Employer contribution / active EE | $1,304 | $1,497-12.9% | $4,109-68.3% | $1,967-33.7% |
| Participant deferral / active EE | $2,089 | $2,019+3.5% | $5,467-61.8% | $2,959-29.4% |
| Admin fee / account holder | $2,988 | $1,930+54.8% | $16,047-81.4% | $3,480-14.1% |