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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 | $62,396 | $58,493+6.7% | $84,023-25.7% | $72,976-14.5% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 69.5%-4.8pp |
| Annual return | 20.89% | 28.93%-8.0pp | 71.32%-50.4pp | 81.02%-60.1pp |
| Employer contribution / active EE | $2,287 | $1,163+96.6% | $1,984+15.3% | $2,440-6.3% |
| Participant deferral / active EE | $5,150 | $2,394+115.1% | $3,239+59.0% | $3,608+42.7% |
| Admin fee / account holder | $8,171 | $4,569+78.9% | $6,102+33.9% | $5,124+59.5% |