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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 | $66,283 | $95,404-30.5% | $113,397-41.5% | $82,637-19.8% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.5%-29.3pp | 68.1%-20.8pp |
| Annual return | 20.01% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,262 | $2,307-45.3% | $2,977-57.6% | $2,552-50.5% |
| Participant deferral / active EE | $3,175 | $4,220-24.8% | $5,076-37.5% | $4,126-23.1% |
| Admin fee / account holder | $1,427 | $9,168-84.4% | $11,957-88.1% | $7,339-80.6% |