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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 | $34,173 | $25,014+36.6% | $69,632-50.9% | $80,959-57.8% |
| Participation rate | 61.3% | 64.2%-3.0pp | 66.4%-5.2pp | 67.7%-6.4pp |
| Annual return | 15.81% | 19.08%-3.3pp | 101.32%-85.5pp | 35.67%-19.9pp |
| Employer contribution / active EE | $443 | $991-55.3% | $1,708-74.1% | $2,757-83.9% |
| Participant deferral / active EE | $2,166 | $1,840+17.8% | $2,889-25.0% | $4,300-49.6% |
| Admin fee / account holder | $1,077 | $2,491-56.7% | $4,695-77.1% | $6,925-84.4% |