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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 | $79,348 | $57,119+38.9% | $85,187-6.9% | $80,935-2.0% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 16.23% | 21.70%-5.5pp | 66.67%-50.4pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,046 | $1,802-42.0% | $2,732-61.7% | $2,757-62.1% |
| Participant deferral / active EE | $3,833 | $3,115+23.1% | $4,525-15.3% | $4,299-10.8% |
| Admin fee / account holder | $5,192 | $4,990+4.0% | $6,162-15.7% | $6,924-25.0% |