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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 | $74,427 | $65,712+13.3% | $57,196+30.1% | $273,972-72.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 5.24% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,296 | $3,280+31.0% | $2,683+60.1% | $4,869-11.8% |
| Participant deferral / active EE | $6,062 | $3,782+60.3% | $3,096+95.8% | $5,287+14.7% |
| Admin fee / account holder | $874 | $4,838-81.9% | $3,141-72.2% | $10,133-91.4% |