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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 | $61,636 | $57,739+6.8% | $112,228-45.1% | $74,473-17.2% |
| Participation rate | 25.5% | 55.6%-30.2pp | 72.4%-47.0pp | 70.7%-45.3pp |
| Annual return | 28.87% | 19.52%+9.4pp | 30.23%-1.4pp | 34.36%-5.5pp |
| Employer contribution / active EE | $855 | $1,675-49.0% | $3,432-75.1% | $2,638-67.6% |
| Participant deferral / active EE | $1,887 | $2,891-34.7% | $4,800-60.7% | $4,530-58.3% |
| Admin fee / account holder | $5,498 | $462+1089.4% | $7,752-29.1% | $347+1484.2% |