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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 | $73,014 | $36,140+102.0% | $73,658-0.9% | $64,340+13.5% |
| Participation rate | 53.7% | 31.0%+22.7pp | 57.0%-3.3pp | 55.2%-1.5pp |
| Annual return | 17.21% | 21.48%-4.3pp | 29.72%-12.5pp | 24.14%-6.9pp |
| Employer contribution / active EE | $1,451 | $443+227.3% | $1,032+40.5% | $1,862-22.1% |
| Participant deferral / active EE | $2,825 | $1,023+176.2% | $2,062+37.0% | $2,980-5.2% |
| Admin fee / account holder | $8,945 | $2,513+256.0% | $3,357+166.5% | $3,703+141.6% |