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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 | $72,171 | $60,349+19.6% | $74,184-2.7% | $62,881+14.8% |
| Participation rate | 69.4% | 72.7%-3.4pp | 76.6%-7.3pp | 69.3%+0.1pp |
| Annual return | 18.01% | 21.38%-3.4pp | 17.74%+0.3pp | 20.14%-2.1pp |
| Employer contribution / active EE | $761 | $1,680-54.7% | $2,370-67.9% | $2,281-66.6% |
| Participant deferral / active EE | $2,426 | $2,856-15.1% | $3,550-31.7% | $3,203-24.3% |
| Admin fee / account holder | $2,804 | $4,261-34.2% | $5,586-49.8% | $4,296-34.7% |