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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 | $60,091 | $54,541+10.2% | $78,778-23.7% | $70,126-14.3% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.4pp |
| Annual return | 16.98% | 21.07%-4.1pp | 35.62%-18.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $651 | $1,089-40.2% | $1,986-67.2% | $2,343-72.2% |
| Participant deferral / active EE | $1,495 | $2,210-32.3% | $2,958-49.4% | $3,332-55.1% |
| Admin fee / account holder | $2,011 | $3,709-45.8% | $5,134-60.8% | $4,645-56.7% |