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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 | $62,718 | $73,988-15.2% | $96,538-35.0% | $75,177-16.6% |
| Participation rate | 63.6% | 66.4%-2.8pp | 74.3%-10.7pp | 67.2%-3.6pp |
| Annual return | 22.35% | 26.73%-4.4pp | 35.74%-13.4pp | 160.75%-138.4pp |
| Employer contribution / active EE | $2,145 | $2,930-26.8% | $3,740-42.7% | $2,671-19.7% |
| Participant deferral / active EE | $4,339 | $3,660+18.5% | $4,880-11.1% | $4,126+5.2% |
| Admin fee / account holder | $1,900 | $5,220-63.6% | $6,737-71.8% | $5,651-66.4% |