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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 | $72,131 | $54,763+31.7% | $90,324-20.1% | $72,976-1.2% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.15%-54.3pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,261 | $2,887+82.2% | $3,885+35.4% | $3,608+45.8% |
| Admin fee / account holder | $704 | $3,973-82.3% | $5,356-86.9% | $5,124-86.3% |