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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 | $45,050+36.5% | $63,018-2.4% | $70,126-12.3% |
| Participation rate | 66.7% | 69.5%-2.8pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.62%-73.7pp | 73.15%-59.3pp |
| Employer contribution / active EE | $3,172 | $2,052+54.6% | $2,761+14.9% | $2,343+35.4% |
| Participant deferral / active EE | $1,364 | $2,466-44.7% | $3,330-59.0% | $3,332-59.1% |
| Admin fee / account holder | $1,816 | $2,834-35.9% | $3,601-49.6% | $4,645-60.9% |