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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 | $43,783 | $36,948+18.5% | $73,658-40.6% | $87,485-50.0% |
| Participation rate | 64.8% | 46.8%+18.0pp | 57.0%+7.8pp | 68.9%-4.1pp |
| Annual return | 18.20% | 28.64%-10.4pp | 29.72%-11.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,760 | $670+162.7% | $1,032+70.5% | $2,596-32.2% |
| Participant deferral / active EE | $1,903 | $1,379+38.0% | $2,062-7.7% | $4,274-55.5% |
| Admin fee / account holder | $3,106 | $2,531+22.7% | $3,357-7.5% | $7,775-60.1% |