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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 | $65,138 | $68,573-5.0% | $120,368-45.9% | $80,874-19.5% |
| Participation rate | 62.5% | 61.6%+0.9pp | 71.9%-9.4pp | 67.6%-5.1pp |
| Annual return | 12.36% | 23.61%-11.3pp | 107.26%-94.9pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,527 | $2,052-25.6% | $3,465-55.9% | $2,756-44.6% |
| Participant deferral / active EE | $2,182 | $3,174-31.2% | $4,991-56.3% | $4,297-49.2% |
| Admin fee / account holder | $2,914 | $5,734-49.2% | $9,429-69.1% | $6,935-58.0% |