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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 | $55,596 | $50,947+9.1% | $74,551-25.4% | $64,173-13.4% |
| Participation rate | 68.5% | 61.1%+7.5pp | 69.1%-0.6pp | 69.6%-1.1pp |
| Annual return | -5.25% | -1.85%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,714 | $1,115+53.7% | $1,961-12.6% | $2,381-28.0% |
| Participant deferral / active EE | $6,233 | $2,302+170.8% | $3,108+100.5% | $3,470+79.6% |
| Admin fee / account holder | $828 | $4,221-80.4% | $5,059-83.6% | $4,887-83.1% |