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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 | $57,073+31.8% | $85,126-11.6% | $80,925-7.0% |
| Participation rate | 65.6% | 56.4%+9.2pp | 67.5%-1.9pp | 67.7%-2.0pp |
| Annual return | 15.36% | 21.69%-6.3pp | 66.63%-51.3pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,594 | $3,113+111.8% | $4,523+45.8% | $4,299+53.4% |
| Admin fee / account holder | $7,273 | $4,988+45.8% | $6,160+18.1% | $6,940+4.8% |