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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 | $68,226 | $56,894+19.9% | $84,753-19.5% | $62,881+8.5% |
| Participation rate | 17.9% | 68.5%-50.7pp | 76.6%-58.7pp | 69.3%-51.4pp |
| Annual return | 8.66% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $525 | $2,400-78.1% | $3,574-85.3% | $2,281-77.0% |
| Participant deferral / active EE | $2,023 | $2,709-25.3% | $3,712-45.5% | $3,203-36.9% |
| Admin fee / account holder | $13,799 | $3,581+285.3% | $5,333+158.7% | $4,296+221.2% |