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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 | $51,287 | $41,016+25.0% | $152,093-66.3% | $64,097-20.0% |
| Participation rate | 53.8% | 51.3%+2.5pp | 77.8%-23.9pp | 55.2%-1.3pp |
| Annual return | 16.05% | 39.60%-23.5pp | 66.36%-50.3pp | 34.64%-18.6pp |
| Employer contribution / active EE | $728 | $1,342-45.8% | $4,175-82.6% | $1,891-61.5% |
| Participant deferral / active EE | $2,569 | $1,927+33.3% | $5,451-52.9% | $3,080-16.6% |
| Admin fee / account holder | $1,258 | $2,305-45.4% | $14,497-91.3% | $3,454-63.6% |