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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 | $66,233 | $52,836+25.4% | $105,736-37.4% | $64,173+3.2% |
| Participation rate | 56.8% | 66.5%-9.8pp | 76.3%-19.6pp | 69.6%-12.8pp |
| Annual return | 19.30% | 14.30%+5.0pp | 6.27%+13.0pp | 7.63%+11.7pp |
| Employer contribution / active EE | $2,703 | $1,827+47.9% | $3,268-17.3% | $2,381+13.5% |
| Participant deferral / active EE | $1,405 | $2,545-44.8% | $4,080-65.6% | $3,470-59.5% |
| Admin fee / account holder | $961 | $3,959-75.7% | $6,913-86.1% | $4,887-80.3% |