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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 | $74,743 | $60,349+23.9% | $74,184+0.8% | $62,881+18.9% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 5.75% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,845 | $1,680+9.8% | $2,370-22.2% | $2,281-19.1% |
| Participant deferral / active EE | $3,366 | $2,856+17.8% | $3,550-5.2% | $3,203+5.1% |
| Admin fee / account holder | $1,008 | $4,261-76.3% | $5,586-82.0% | $4,296-76.5% |