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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 | $77,049 | $57,119+34.9% | $85,187-9.6% | $80,935-4.8% |
| Participation rate | 63.0% | 56.4%+6.6pp | 67.5%-4.6pp | 67.7%-4.7pp |
| Annual return | 11.45% | 21.70%-10.2pp | 66.67%-55.2pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,853 | $1,802+2.9% | $2,732-32.2% | $2,757-32.8% |
| Participant deferral / active EE | $3,413 | $3,115+9.6% | $4,525-24.6% | $4,299-20.6% |
| Admin fee / account holder | $2,111 | $4,990-57.7% | $6,162-65.7% | $6,924-69.5% |