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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 | $72,360 | $57,590+25.6% | $86,233-16.1% | $82,448-12.2% |
| Participation rate | 35.5% | 57.9%-22.4pp | 69.0%-33.5pp | 68.1%-32.6pp |
| Annual return | 17.26% | 22.41%-5.2pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,820 | $1,655+10.0% | $2,504-27.3% | $2,551-28.6% |
| Participant deferral / active EE | $5,397 | $3,080+75.2% | $4,559+18.4% | $4,139+30.4% |
| Admin fee / account holder | $437 | $4,730-90.8% | $8,342-94.8% | $7,234-94.0% |