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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 | $45,269 | $40,264+12.4% | $57,349-21.1% | $59,633-24.1% |
| Participation rate | 67.7% | 69.2%-1.4pp | 75.1%-7.3pp | 68.7%-0.9pp |
| Annual return | 2.83% | 27.51%-24.7pp | 24.40%-21.6pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $2,631 | $1,922+36.9% | $2,689-2.1% | $2,203+19.5% |
| Participant deferral / active EE | $4,689 | $2,400+95.4% | $3,162+48.3% | $3,192+46.9% |
| Admin fee / account holder | $5,438 | $2,819+92.9% | $3,356+62.0% | $4,297+26.5% |