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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 | $72,252 | $61,391+17.7% | $149,723-51.7% | $71,529+1.0% |
| Participation rate | 68.0% | 62.5%+5.4pp | 78.8%-10.8pp | 67.9%0pp |
| Annual return | 15.23% | 35.88%-20.6pp | 134.50%-119.3pp | 28.97%-13.7pp |
| Employer contribution / active EE | $1,628 | $2,384-31.7% | $4,821-66.2% | $2,590-37.1% |
| Participant deferral / active EE | $4,732 | $2,921+62.0% | $5,682-16.7% | $4,291+10.3% |
| Admin fee / account holder | $1,318 | $1,264+4.3% | $13,215-90.0% | $1,588-17.0% |