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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 | $57,600 | $49,255+16.9% | $70,494-18.3% | $79,856-27.9% |
| Participation rate | 68.9% | 69.2%-0.3pp | 75.1%-6.2pp | 69.6%-0.8pp |
| Annual return | 15.02% | 30.10%-15.1pp | 109.16%-94.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $536 | $2,100-74.5% | $2,738-80.4% | $2,471-78.3% |
| Participant deferral / active EE | $3,792 | $2,768+37.0% | $3,711+2.2% | $3,741+1.4% |
| Admin fee / account holder | $4,155 | $2,879+44.3% | $3,848+8.0% | $5,306-21.7% |