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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 | $75,533 | $86,919-13.1% | $102,457-26.3% | $80,911-6.6% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 17.48% | 18.90%-1.4pp | 29.41%-11.9pp | 35.63%-18.1pp |
| Employer contribution / active EE | $2,722 | $2,368+15.0% | $3,022-9.9% | $2,756-1.2% |
| Participant deferral / active EE | $5,238 | $4,119+27.2% | $5,054+3.6% | $4,297+21.9% |
| Admin fee / account holder | $5,901 | $8,049-26.7% | $9,451-37.6% | $6,935-14.9% |