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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 | $67,100 | $57,140+17.4% | $85,240-21.3% | $80,959-17.1% |
| Participation rate | 38.2% | 56.4%-18.2pp | 67.5%-29.3pp | 67.7%-29.4pp |
| Annual return | 14.65% | 21.71%-7.1pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,114 | $1,802-38.2% | $2,735-59.3% | $2,757-59.6% |
| Participant deferral / active EE | $4,753 | $3,115+52.6% | $4,527+5.0% | $4,300+10.5% |
| Admin fee / account holder | $1,714 | $4,992-65.7% | $6,165-72.2% | $6,925-75.2% |