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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 | $60,442+19.7% | $96,754-25.2% | $87,485-17.3% |
| Participation rate | 35.5% | 58.7%-23.2pp | 70.3%-34.8pp | 68.9%-33.4pp |
| Annual return | 17.26% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,820 | $1,691+7.7% | $2,679-32.1% | $2,596-29.9% |
| Participant deferral / active EE | $5,397 | $3,280+64.5% | $4,758+13.4% | $4,274+26.3% |
| Admin fee / account holder | $437 | $5,069-91.4% | $8,905-95.1% | $7,775-94.4% |