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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 | $75,160 | $91,086-17.5% | $203,872-63.1% | $86,983-13.6% |
| Participation rate | 66.1% | 65.8%+0.2pp | 77.8%-11.7pp | 69.5%-3.5pp |
| Annual return | 15.11% | 22.30%-7.2pp | 85.11%-70.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,760 | $2,063+33.8% | $3,757-26.5% | $2,584+6.8% |
| Participant deferral / active EE | $6,243 | $4,019+55.4% | $6,388-2.3% | $4,194+48.9% |
| Admin fee / account holder | $4,447 | $8,987-50.5% | $11,730-62.1% | $7,856-43.4% |