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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 | $75,838 | $71,230+6.5% | $93,727-19.1% | $80,959-6.3% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.7%+2.1pp |
| Annual return | 13.03% | 11.26%+1.8pp | 133.83%-120.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,376 | $1,565+51.8% | $2,421-1.9% | $2,757-13.8% |
| Participant deferral / active EE | $3,355 | $4,037-16.9% | $4,417-24.0% | $4,300-22.0% |
| Admin fee / account holder | $5,014 | $6,961-28.0% | $8,292-39.5% | $6,925-27.6% |