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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 | $75,412 | $49,249+53.1% | $70,476+7.0% | $79,852-5.6% |
| Participation rate | 62.0% | 69.2%-7.2pp | 75.1%-13.1pp | 69.6%-7.6pp |
| Annual return | 20.67% | 30.09%-9.4pp | 109.12%-88.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,489 | $2,100-29.1% | $2,738-45.6% | $2,471-39.8% |
| Participant deferral / active EE | $4,095 | $2,769+47.9% | $3,710+10.4% | $3,740+9.5% |
| Admin fee / account holder | $764 | $2,878-73.5% | $3,847-80.2% | $5,306-85.6% |