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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 | $55,902+37.3% | $76,030+1.0% | $80,959-5.2% |
| Participation rate | 52.8% | 62.1%-9.3pp | 69.1%-16.3pp | 67.7%-14.9pp |
| Annual return | 16.60% | 20.59%-4.0pp | 361.54%-344.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,800 | $1,867-3.6% | $2,688-33.0% | $2,757-34.7% |
| Participant deferral / active EE | $4,436 | $3,051+45.4% | $4,257+4.2% | $4,300+3.1% |
| Admin fee / account holder | $6,124 | $5,239+16.9% | $6,421-4.6% | $6,925-11.6% |