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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 | $76,152 | $53,837+41.4% | $75,717+0.6% | $85,856-11.3% |
| Participation rate | 57.6% | 69.1%-11.5pp | 74.8%-17.3pp | 69.3%-11.7pp |
| Annual return | 23.16% | 24.54%-1.4pp | 104.58%-81.4pp | 318.58%-295.4pp |
| Employer contribution / active EE | $2,585 | $2,017+28.1% | $2,743-5.8% | $2,565+0.8% |
| Participant deferral / active EE | $5,530 | $2,895+91.0% | $3,821+44.7% | $3,952+39.9% |
| Admin fee / account holder | $556 | $3,341-83.3% | $3,619-84.6% | $6,261-91.1% |