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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 | $62,432 | $53,774+16.1% | $134,162-53.5% | $79,852-21.8% |
| Participation rate | 49.2% | 58.8%-9.5pp | 72.2%-23.0pp | 69.6%-20.4pp |
| Annual return | 21.80% | 19.01%+2.8pp | 36.35%-14.5pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,122 | $1,322-15.1% | $3,705-69.7% | $2,471-54.6% |
| Participant deferral / active EE | $2,766 | $2,420+14.3% | $3,500-21.0% | $3,740-26.1% |
| Admin fee / account holder | $2,526 | $3,985-36.6% | $6,685-62.2% | $5,306-52.4% |