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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 | $67,413 | $53,777+25.4% | $134,155-49.7% | $79,858-15.6% |
| Participation rate | 30.0% | 58.8%-28.8pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | 14.72% | 19.01%-4.3pp | 36.34%-21.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,138 | $1,321+61.8% | $3,705-42.3% | $2,471-13.5% |
| Participant deferral / active EE | $3,683 | $2,420+52.2% | $3,500+5.2% | $3,740-1.5% |
| Admin fee / account holder | $3,631 | $3,984-8.9% | $6,685-45.7% | $5,306-31.6% |