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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 | $68,189 | $36,948+84.6% | $73,658-7.4% | $87,485-22.1% |
| Participation rate | 64.1% | 46.8%+17.3pp | 57.0%+7.1pp | 68.9%-4.8pp |
| Annual return | 16.34% | 28.64%-12.3pp | 29.72%-13.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,288 | $670+92.3% | $1,032+24.8% | $2,596-50.4% |
| Participant deferral / active EE | $2,879 | $1,379+108.8% | $2,062+39.6% | $4,274-32.6% |
| Admin fee / account holder | $849 | $2,531-66.5% | $3,357-74.7% | $7,775-89.1% |