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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 | $73,968 | $41,377+78.8% | $109,313-32.3% | $62,881+17.6% |
| Participation rate | 67.1% | 57.5%+9.6pp | 71.3%-4.2pp | 69.3%-2.2pp |
| Annual return | 6.10% | 11.05%-4.9pp | 22.07%-16.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,640 | $1,276+28.5% | $3,892-57.9% | $2,281-28.1% |
| Participant deferral / active EE | $3,656 | $2,045+78.8% | $3,166+15.4% | $3,203+14.1% |
| Admin fee / account holder | $783 | $2,884-72.9% | $5,666-86.2% | $4,296-81.8% |