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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 | $53,800 | $56,544-4.9% | $75,501-28.7% | $70,126-23.3% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.4%-4.8pp | 69.5%-1.9pp |
| Annual return | 241.70% | 23.59%+218.1pp | 27.35%+214.4pp | 73.15%+168.6pp |
| Employer contribution / active EE | $1,737 | $1,817-4.4% | $2,352-26.2% | $2,343-25.9% |
| Participant deferral / active EE | $3,411 | $2,580+32.2% | $3,142+8.5% | $3,332+2.4% |
| Admin fee / account holder | $844 | $3,827-78.0% | $5,801-85.5% | $4,645-81.8% |