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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 | $58,754 | $52,580+11.7% | $71,671-18.0% | $70,126-16.2% |
| Participation rate | 57.4% | 60.9%-3.5pp | 68.7%-11.3pp | 69.5%-12.1pp |
| Annual return | 16.24% | 20.25%-4.0pp | 20.65%-4.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,753 | $1,616+8.5% | $2,460-28.7% | $2,343-25.2% |
| Participant deferral / active EE | $3,835 | $2,386+60.7% | $3,438+11.5% | $3,332+15.1% |
| Admin fee / account holder | $7,080 | $3,653+93.8% | $5,558+27.4% | $4,645+52.4% |