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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 | $36,140+55.3% | $73,658-23.8% | $64,340-12.8% |
| Participation rate | 43.3% | 31.0%+12.2pp | 57.0%-13.8pp | 55.2%-12.0pp |
| Annual return | 14.36% | 21.48%-7.1pp | 29.72%-15.4pp | 24.14%-9.8pp |
| Employer contribution / active EE | $976 | $443+120.3% | $1,032-5.4% | $1,862-47.6% |
| Participant deferral / active EE | $1,636 | $1,023+60.0% | $2,062-20.6% | $2,980-45.1% |
| Admin fee / account holder | $3,993 | $2,513+58.9% | $3,357+19.0% | $3,703+7.8% |