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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 | $62,885 | $73,787-14.8% | $98,716-36.3% | $82,448-23.7% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.3%-1.9pp | 68.1%-0.6pp |
| Annual return | 19.07% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,325 | $1,511+53.9% | $2,279+2.0% | $2,551-8.8% |
| Participant deferral / active EE | $3,828 | $3,081+24.2% | $4,048-5.4% | $4,139-7.5% |
| Admin fee / account holder | $948 | $6,500-85.4% | $8,703-89.1% | $7,234-86.9% |