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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 | $71,681 | $65,582+9.3% | $64,097+11.8% | $71,529+0.2% |
| Participation rate | 47.6% | 73.2%-25.6pp | 72.3%-24.7pp | 67.9%-20.3pp |
| Annual return | 18.44% | 18.96%-0.5pp | 33.75%-15.3pp | 28.97%-10.5pp |
| Employer contribution / active EE | $1,794 | $2,671-32.8% | $2,750-34.7% | $2,590-30.7% |
| Participant deferral / active EE | $1,505 | $3,628-58.5% | $3,881-61.2% | $4,291-64.9% |
| Admin fee / account holder | $3,106 | $616+404.0% | $3,070+1.2% | $1,588+95.6% |