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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 | $60,442+13.6% | $96,754-29.1% | $87,485-21.5% |
| Participation rate | 64.3% | 58.7%+5.6pp | 70.3%-6.0pp | 68.9%-4.6pp |
| Annual return | 26.24% | 21.97%+4.3pp | 82.04%-55.8pp | 26.06%+0.2pp |
| Employer contribution / active EE | $1,397 | $1,691-17.4% | $2,679-47.9% | $2,596-46.2% |
| Participant deferral / active EE | $2,290 | $3,280-30.2% | $4,758-51.9% | $4,274-46.4% |
| Admin fee / account holder | $3,690 | $5,069-27.2% | $8,905-58.6% | $7,775-52.5% |