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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 | $62,646 | $56,894+10.1% | $84,753-26.1% | $62,881-0.4% |
| Participation rate | 49.2% | 68.5%-19.4pp | 76.6%-27.4pp | 69.3%-20.2pp |
| Annual return | 9.09% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,136 | $2,400-52.7% | $3,574-68.2% | $2,281-50.2% |
| Participant deferral / active EE | $2,772 | $2,709+2.3% | $3,712-25.3% | $3,203-13.4% |
| Admin fee / account holder | $1,391 | $3,581-61.2% | $5,333-73.9% | $4,296-67.6% |