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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 | $73,362 | $65,027+12.8% | $90,970-19.4% | $79,852-8.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 17.21% | 30.45%-13.2pp | 134.58%-117.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,203 | $1,247+76.6% | $2,122+3.8% | $2,471-10.8% |
| Participant deferral / active EE | $3,786 | $2,512+50.7% | $3,373+12.2% | $3,740+1.2% |
| Admin fee / account holder | $420 | $4,535-90.7% | $5,960-92.9% | $5,306-92.1% |