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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 | $75,643 | $58,523+29.3% | $99,470-24.0% | $72,983+3.6% |
| Participation rate | 69.2% | 64.6%+4.6pp | 73.8%-4.6pp | 69.5%-0.3pp |
| Annual return | 25.26% | 28.51%-3.3pp | 30.72%-5.5pp | 81.01%-55.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,610 | $2,606+115.3% | $3,619+55.0% | $3,608+55.5% |
| Admin fee / account holder | $534 | $4,102-87.0% | $6,252-91.5% | $5,124-89.6% |