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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 | $74,813 | $41,377+80.8% | $109,313-31.6% | $62,881+19.0% |
| Participation rate | 61.7% | 57.5%+4.2pp | 71.3%-9.5pp | 69.3%-7.6pp |
| Annual return | 7.67% | 11.05%-3.4pp | 22.07%-14.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,319 | $1,276+3.3% | $3,892-66.1% | $2,281-42.2% |
| Participant deferral / active EE | $3,356 | $2,045+64.1% | $3,166+6.0% | $3,203+4.8% |
| Admin fee / account holder | $7,341 | $2,884+154.5% | $5,666+29.5% | $4,296+70.9% |