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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 | $60,781 | $56,894+6.8% | $84,753-28.3% | $62,881-3.3% |
| Participation rate | 68.0% | 68.5%-0.5pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 7.66% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,876 | $2,400+19.8% | $3,574-19.5% | $2,281+26.1% |
| Participant deferral / active EE | $2,069 | $2,709-23.6% | $3,712-44.3% | $3,203-35.4% |
| Admin fee / account holder | $2,486 | $3,581-30.6% | $5,333-53.4% | $4,296-42.1% |