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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 | $79,314 | $67,602+17.3% | $82,312-3.6% | $70,126+13.1% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 33.29% | 21.57%+11.7pp | 25.88%+7.4pp | 73.15%-39.9pp |
| Employer contribution / active EE | $1,592 | $1,755-9.3% | $2,428-34.4% | $2,343-32.0% |
| Participant deferral / active EE | $4,222 | $2,987+41.3% | $3,706+13.9% | $3,332+26.7% |
| Admin fee / account holder | $592 | $4,512-86.9% | $5,608-89.4% | $4,645-87.3% |