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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 | $68,635 | $57,590+19.2% | $86,233-20.4% | $82,448-16.8% |
| Participation rate | 64.3% | 57.9%+6.4pp | 69.0%-4.7pp | 68.1%-3.8pp |
| Annual return | 26.24% | 22.41%+3.8pp | 61.39%-35.2pp | 41.64%-15.4pp |
| Employer contribution / active EE | $1,397 | $1,655-15.6% | $2,504-44.2% | $2,551-45.3% |
| Participant deferral / active EE | $2,290 | $3,080-25.6% | $4,559-49.8% | $4,139-44.7% |
| Admin fee / account holder | $3,690 | $4,730-22.0% | $8,342-55.8% | $7,234-49.0% |