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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 | $76,776 | $56,060+37.0% | $76,002+1.0% | $80,874-5.1% |
| Participation rate | 52.8% | 62.0%-9.3pp | 69.1%-16.3pp | 67.6%-14.9pp |
| Annual return | 16.60% | 20.54%-3.9pp | 360.07%-343.5pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,800 | $1,873-3.9% | $2,688-33.1% | $2,756-34.7% |
| Participant deferral / active EE | $4,436 | $3,051+45.4% | $4,257+4.2% | $4,297+3.2% |
| Admin fee / account holder | $6,124 | $5,237+16.9% | $6,414-4.5% | $6,935-11.7% |