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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 | $76,758 | $59,440+29.1% | $78,004-1.6% | $82,637-7.1% |
| Participation rate | 62.5% | 62.8%-0.3pp | 69.4%-6.9pp | 68.1%-5.6pp |
| Annual return | 15.89% | 40.24%-24.3pp | 31.07%-15.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,881 | $1,750+7.5% | $2,469-23.8% | $2,552-26.3% |
| Participant deferral / active EE | $4,030 | $3,138+28.4% | $4,092-1.5% | $4,126-2.3% |
| Admin fee / account holder | $5,150 | $5,504-6.4% | $7,578-32.0% | $7,339-29.8% |