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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 | $73,279 | $56,894+28.8% | $84,753-13.5% | $62,881+16.5% |
| Participation rate | 54.2% | 68.5%-14.4pp | 76.6%-22.4pp | 69.3%-15.1pp |
| Annual return | 8.66% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,122 | $2,709+15.3% | $3,712-15.9% | $3,203-2.5% |
| Admin fee / account holder | $512 | $3,581-85.7% | $5,333-90.4% | $4,296-88.1% |