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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 | $71,583 | $56,054+27.7% | $171,082-58.2% | $62,881+13.8% |
| Participation rate | 51.0% | 62.9%-11.9pp | 76.7%-25.7pp | 69.3%-18.3pp |
| Annual return | 7.26% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $902 | $1,731-47.9% | $4,002-77.5% | $2,281-60.5% |
| Participant deferral / active EE | $1,830 | $3,158-42.1% | $4,797-61.9% | $3,203-42.9% |
| Admin fee / account holder | $504 | $3,647-86.2% | $8,520-94.1% | $4,296-88.3% |