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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 | $64,776 | $65,361-0.9% | $92,903-30.3% | $72,983-11.2% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.0%-10.3pp | 69.5%-3.8pp |
| Annual return | 25.28% | 42.11%-16.8pp | 109.43%-84.2pp | 81.01%-55.7pp |
| Employer contribution / active EE | $2,149 | $2,594-17.2% | $3,653-41.2% | $2,440-11.9% |
| Participant deferral / active EE | $4,185 | $3,128+33.8% | $4,238-1.2% | $3,608+16.0% |
| Admin fee / account holder | $1,049 | $4,251-75.3% | $5,795-81.9% | $5,124-79.5% |