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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 | $69,121 | $65,712+5.2% | $57,196+20.8% | $273,972-74.8% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 9.80% | 22.01%-12.2pp | 14.59%-4.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,583 | $3,280+9.2% | $2,683+33.5% | $4,869-26.4% |
| Participant deferral / active EE | $4,750 | $3,782+25.6% | $3,096+53.4% | $5,287-10.2% |
| Admin fee / account holder | $609 | $4,838-87.4% | $3,141-80.6% | $10,133-94.0% |