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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 | $70,141 | $45,087+55.6% | $69,483+0.9% | $72,976-3.9% |
| Participation rate | 62.4% | 68.5%-6.1pp | 74.6%-12.2pp | 69.5%-7.1pp |
| Annual return | 19.17% | 22.67%-3.5pp | 28.99%-9.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,706 | $2,055-17.0% | $2,780-38.6% | $2,440-30.1% |
| Participant deferral / active EE | $3,286 | $2,603+26.2% | $3,537-7.1% | $3,608-8.9% |
| Admin fee / account holder | $5,198 | $3,057+70.1% | $3,841+35.3% | $5,124+1.4% |