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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 | $69,672 | $56,423+23.5% | $77,183-9.7% | $71,495-2.5% |
| Participation rate | 66.1% | 64.3%+1.8pp | 69.6%-3.5pp | 67.9%-1.8pp |
| Annual return | 16.68% | 19.05%-2.4pp | 37.89%-21.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,583 | $1,866+38.4% | $2,534+1.9% | $2,589-0.3% |
| Participant deferral / active EE | $6,060 | $3,142+92.9% | $3,833+58.1% | $4,291+41.2% |
| Admin fee / account holder | $4,338 | $1,429+203.6% | $5,475-20.8% | $1,588+173.2% |