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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 | $48,118+41.7% | $136,833-50.2% | $94,015-27.5% |
| Participation rate | 64.1% | 47.4%+16.7pp | 59.0%+5.1pp | 70.8%-6.7pp |
| Annual return | 16.34% | 14.65%+1.7pp | 35.32%-19.0pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,288 | $821+57.0% | $1,319-2.3% | $2,790-53.8% |
| Participant deferral / active EE | $2,879 | $1,651+74.4% | $2,441+18.0% | $4,249-32.2% |
| Admin fee / account holder | $849 | $3,059-72.3% | $4,706-82.0% | $8,951-90.5% |