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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 | $71,178 | $58,493+21.7% | $84,023-15.3% | $72,976-2.5% |
| Participation rate | 65.0% | 61.2%+3.8pp | 69.0%-4.0pp | 69.5%-4.5pp |
| Annual return | 27.16% | 28.93%-1.8pp | 71.32%-44.2pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,504 | $1,163+29.3% | $1,984-24.2% | $2,440-38.4% |
| Participant deferral / active EE | $5,738 | $2,394+139.7% | $3,239+77.1% | $3,608+59.1% |
| Admin fee / account holder | $4,872 | $4,569+6.6% | $6,102-20.2% | $5,124-4.9% |