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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 | $61,276 | $48,078+27.5% | $78,676-22.1% | $62,881-2.6% |
| Participation rate | 46.7% | 65.2%-18.5pp | 73.6%-26.9pp | 69.3%-22.6pp |
| Annual return | 8.97% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,247 | $2,015-38.1% | $2,850-56.2% | $2,281-45.3% |
| Participant deferral / active EE | $2,990 | $2,587+15.6% | $3,517-15.0% | $3,203-6.7% |
| Admin fee / account holder | $2,998 | $3,206-6.5% | $4,510-33.5% | $4,296-30.2% |