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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 | $71,328 | $69,118+3.2% | $53,647+33.0% | $138,895-48.6% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 17.61% | 248.26%-230.7pp | 358.33%-340.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,561 | $1,189+31.2% | $962+62.2% | $4,194-62.8% |
| Participant deferral / active EE | $6,460 | $2,274+184.1% | $1,813+256.3% | $6,396+1.0% |
| Admin fee / account holder | $3,111 | $2,724+14.2% | $2,460+26.5% | $12,562-75.2% |