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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 | $75,207 | $78,690-4.4% | $161,489-53.4% | $87,485-14.0% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%0pp |
| Annual return | 26.17% | 32.74%-6.6pp | 89.72%-63.5pp | 26.06%+0.1pp |
| Employer contribution / active EE | $1,903 | $2,588-26.5% | $4,268-55.4% | $2,596-26.7% |
| Participant deferral / active EE | $4,307 | $3,311+30.1% | $5,630-23.5% | $4,274+0.8% |
| Admin fee / account holder | $8,388 | $6,724+24.8% | $16,006-47.6% | $7,775+7.9% |