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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 | $46,688+28.8% | $189,758-68.3% | $69,733-13.8% |
| Participation rate | 32.3% | 61.7%-29.4pp | 79.8%-47.5pp | 62.5%-30.1pp |
| Annual return | 32.84% | 14.35%+18.5pp | 52.62%-19.8pp | 15.22%+17.6pp |
| Employer contribution / active EE | $1,566 | $1,695-7.6% | $4,767-67.1% | $2,250-30.4% |
| Participant deferral / active EE | $2,561 | $2,143+19.5% | $5,856-56.3% | $3,054-16.2% |
| Admin fee / account holder | $6,656 | $1,700+291.4% | $20,388-67.4% | $3,102+114.6% |