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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 | $74,399 | $77,638-4.2% | $156,551-52.5% | $62,881+18.3% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 5.26% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $5,260 | $3,444+52.7% | $5,501-4.4% | $2,281+130.6% |
| Participant deferral / active EE | $4,732 | $3,046+55.4% | $4,871-2.9% | $3,203+47.7% |
| Admin fee / account holder | $2,157 | $5,561-61.2% | $13,028-83.4% | $4,296-49.8% |