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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 | $71,941 | $78,015-7.8% | $178,505-59.7% | $80,959-11.1% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.3pp | 67.7%-4.8pp |
| Annual return | 17.85% | 18.10%-0.3pp | 27.16%-9.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $5,550 | $2,281+143.3% | $3,955+40.3% | $2,757+101.3% |
| Participant deferral / active EE | $4,030 | $4,406-8.5% | $6,280-35.8% | $4,300-6.3% |
| Admin fee / account holder | $4,034 | $7,160-43.7% | $10,428-61.3% | $6,925-41.7% |