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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 | $75,870 | $65,027+16.7% | $90,970-16.6% | $79,852-5.0% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 19.64% | 30.45%-10.8pp | 134.58%-114.9pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,628 | $1,247+30.5% | $2,122-23.3% | $2,471-34.1% |
| Participant deferral / active EE | $4,263 | $2,512+69.7% | $3,373+26.4% | $3,740+14.0% |
| Admin fee / account holder | $423 | $4,535-90.7% | $5,960-92.9% | $5,306-92.0% |