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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 | $67,205 | $39,132+71.7% | $57,196+17.5% | $62,881+6.9% |
| Participation rate | 68.2% | 70.5%-2.3pp | 75.3%-7.2pp | 69.3%-1.1pp |
| Annual return | 6.66% | 9.24%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,453 | $1,874+30.9% | $2,683-8.6% | $2,281+7.5% |
| Participant deferral / active EE | $3,708 | $2,374+56.2% | $3,096+19.8% | $3,203+15.8% |
| Admin fee / account holder | $9,501 | $2,594+266.3% | $3,141+202.5% | $4,296+121.2% |