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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 | $66,422 | $54,763+21.3% | $90,324-26.5% | $72,976-9.0% |
| Participation rate | 45.9% | 65.2%-19.2pp | 73.3%-27.3pp | 69.5%-23.5pp |
| Annual return | 26.68% | 30.63%-4.0pp | 78.15%-51.5pp | 81.02%-54.3pp |
| Employer contribution / active EE | $1,981 | $2,093-5.4% | $2,856-30.6% | $2,440-18.8% |
| Participant deferral / active EE | $2,394 | $2,887-17.1% | $3,885-38.4% | $3,608-33.7% |
| Admin fee / account holder | $3,739 | $3,973-5.9% | $5,356-30.2% | $5,124-27.0% |