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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 | $75,502 | $60,349+25.1% | $74,184+1.8% | $62,881+20.1% |
| Participation rate | 64.6% | 72.7%-8.1pp | 76.6%-12.0pp | 69.3%-4.7pp |
| Annual return | 6.76% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,733 | $1,680+3.1% | $2,370-26.9% | $2,281-24.0% |
| Participant deferral / active EE | $3,920 | $2,856+37.2% | $3,550+10.4% | $3,203+22.4% |
| Admin fee / account holder | $2,451 | $4,261-42.5% | $5,586-56.1% | $4,296-42.9% |