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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 | $81,160 | $98,776-17.8% | $149,745-45.8% | $79,856+1.6% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.9pp |
| Annual return | 26.37% | 27.38%-1.0pp | 276.72%-250.4pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,562 | $3,217-51.5% | $4,646-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $6,933 | $5,681+22.0% | $6,843+1.3% | $3,741+85.4% |
| Admin fee / account holder | $4,221 | $6,053-30.3% | $9,312-54.7% | $5,306-20.5% |