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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 | $53,727 | $50,947+5.5% | $74,551-27.9% | $64,173-16.3% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.1%-1.4pp | 69.6%-1.8pp |
| Annual return | -4.52% | -1.85%-2.7pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $827 | $1,115-25.8% | $1,961-57.8% | $2,381-65.3% |
| Participant deferral / active EE | $4,068 | $2,302+76.8% | $3,108+30.9% | $3,470+17.2% |
| Admin fee / account holder | $4,303 | $4,221+1.9% | $5,059-15.0% | $4,887-12.0% |