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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 | $67,892 | $55,902+21.4% | $76,030-10.7% | $80,959-16.1% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 17.15% | 20.59%-3.4pp | 361.54%-344.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,779 | $1,867+48.8% | $2,688+3.4% | $2,757+0.8% |
| Participant deferral / active EE | $5,507 | $3,051+80.5% | $4,257+29.4% | $4,300+28.1% |
| Admin fee / account holder | $4,038 | $5,239-22.9% | $6,421-37.1% | $6,925-41.7% |