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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 | $60,118 | $43,496+38.2% | $161,489-62.8% | $64,340-6.6% |
| Participation rate | 32.3% | 53.5%-21.2pp | 78.7%-46.4pp | 55.2%-22.9pp |
| Annual return | 32.84% | 20.76%+12.1pp | 89.72%-56.9pp | 24.14%+8.7pp |
| Employer contribution / active EE | $1,566 | $1,431+9.5% | $4,268-63.3% | $1,862-15.9% |
| Participant deferral / active EE | $2,561 | $1,996+28.3% | $5,630-54.5% | $2,980-14.1% |
| Admin fee / account holder | $6,656 | $2,330+185.6% | $16,006-58.4% | $3,703+79.8% |