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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 | $75,238 | $57,119+31.7% | $85,187-11.7% | $80,935-7.0% |
| Participation rate | 65.6% | 56.4%+9.2pp | 67.5%-1.9pp | 67.7%-2.0pp |
| Annual return | 15.36% | 21.70%-6.3pp | 66.67%-51.3pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,594 | $3,115+111.7% | $4,525+45.7% | $4,299+53.4% |
| Admin fee / account holder | $7,273 | $4,990+45.7% | $6,162+18.0% | $6,924+5.0% |