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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 | $61,515 | $45,041+36.6% | $63,003-2.4% | $70,131-12.3% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.59%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $3,172 | $2,052+54.6% | $2,760+14.9% | $2,342+35.4% |
| Participant deferral / active EE | $1,364 | $2,465-44.7% | $3,329-59.0% | $3,332-59.1% |
| Admin fee / account holder | $1,816 | $2,836-35.9% | $3,600-49.5% | $4,645-60.9% |