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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 | $37,156+17.8% | $83,854-47.8% | $86,983-49.7% |
| Participation rate | 64.8% | 49.1%+15.8pp | 59.1%+5.7pp | 69.5%-4.7pp |
| Annual return | 18.20% | 29.88%-11.7pp | 31.39%-13.2pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,760 | $661+166.3% | $1,017+73.0% | $2,584-31.9% |
| Participant deferral / active EE | $1,903 | $1,418+34.2% | $2,035-6.5% | $4,194-54.6% |
| Admin fee / account holder | $3,106 | $2,510+23.8% | $3,197-2.8% | $7,856-60.5% |