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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 | $74,441 | $32,037+132.4% | $69,182+7.6% | $62,881+18.4% |
| Participation rate | 67.3% | 43.4%+23.9pp | 55.1%+12.2pp | 69.3%-2.0pp |
| Annual return | 8.16% | 15.16%-7.0pp | -21.93%+30.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,901 | $1,185+60.4% | $1,897+0.2% | $3,203-40.6% |
| Admin fee / account holder | $784 | $2,608-69.9% | $2,697-70.9% | $4,296-81.7% |