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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 | $71,927 | $65,712+9.5% | $57,196+25.8% | $273,972-73.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 8.65% | 22.01%-13.4pp | 14.59%-5.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,749 | $3,280+14.3% | $2,683+39.7% | $4,869-23.0% |
| Participant deferral / active EE | $1,090 | $3,782-71.2% | $3,096-64.8% | $5,287-79.4% |
| Admin fee / account holder | $766 | $4,838-84.2% | $3,141-75.6% | $10,133-92.4% |