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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 | $52,264 | $57,073-8.4% | $85,126-38.6% | $80,925-35.4% |
| Participation rate | 69.4% | 56.4%+13.0pp | 67.5%+1.9pp | 67.7%+1.8pp |
| Annual return | 18.62% | 21.69%-3.1pp | 66.63%-48.0pp | 35.65%-17.0pp |
| Employer contribution / active EE | $3,408 | $1,801+89.3% | $2,731+24.8% | $2,756+23.6% |
| Participant deferral / active EE | $6,009 | $3,113+93.0% | $4,523+32.8% | $4,299+39.8% |
| Admin fee / account holder | $1,418 | $4,988-71.6% | $6,160-77.0% | $6,940-79.6% |