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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 | $56,381 | $56,116+0.5% | $135,768-58.5% | $86,983-35.2% |
| Participation rate | 69.1% | 60.1%+9.0pp | 71.1%-2.0pp | 69.5%-0.5pp |
| Annual return | 17.19% | 125.33%-108.1pp | 526.10%-508.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,750 | $1,528+14.5% | $3,394-48.4% | $2,584-32.3% |
| Participant deferral / active EE | $2,168 | $2,690-19.4% | $3,977-45.5% | $4,194-48.3% |
| Admin fee / account holder | $2,916 | $4,314-32.4% | $7,048-58.6% | $7,856-62.9% |