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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 | $56,119 | $41,824+34.2% | $136,833-59.0% | $69,733-19.5% |
| Participation rate | 43.3% | 29.3%+13.9pp | 59.0%-15.8pp | 62.5%-19.2pp |
| Annual return | 14.36% | 13.53%+0.8pp | 35.32%-21.0pp | 15.22%-0.9pp |
| Employer contribution / active EE | $976 | $494+97.8% | $1,319-26.0% | $2,250-56.6% |
| Participant deferral / active EE | $1,636 | $1,105+48.1% | $2,441-33.0% | $3,054-46.4% |
| Admin fee / account holder | $3,993 | $2,895+37.9% | $4,706-15.1% | $3,102+28.7% |