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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 | $57,474 | $81,504-29.5% | $102,437-43.9% | $80,959-29.0% |
| Participation rate | 59.4% | 66.9%-7.5pp | 74.5%-15.1pp | 67.7%-8.3pp |
| Annual return | 25.32% | 25.60%-0.3pp | 24.95%+0.4pp | 35.67%-10.3pp |
| Employer contribution / active EE | $2,161 | $3,104-30.4% | $3,871-44.2% | $2,757-21.6% |
| Participant deferral / active EE | $4,583 | $3,871+18.4% | $5,060-9.4% | $4,300+6.6% |
| Admin fee / account holder | $1,180 | $6,719-82.4% | $8,388-85.9% | $6,925-83.0% |