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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 | $64,936 | $55,713+16.6% | $75,901-14.4% | $72,975-11.0% |
| Participation rate | 61.5% | 61.1%+0.4pp | 69.3%-7.7pp | 69.5%-8.0pp |
| Annual return | 17.02% | 27.60%-10.6pp | 30.76%-13.7pp | 81.01%-64.0pp |
| Employer contribution / active EE | $495 | $1,687-70.7% | $2,501-80.2% | $2,440-79.7% |
| Participant deferral / active EE | $2,485 | $2,634-5.7% | $3,603-31.0% | $3,608-31.1% |
| Admin fee / account holder | $1,215 | $3,980-69.5% | $5,420-77.6% | $5,124-76.3% |