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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 | $76,151 | $73,978+2.9% | $96,515-21.1% | $75,173+1.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.81% | 26.72%-9.9pp | 35.73%-18.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,938 | $2,931-33.9% | $3,740-48.2% | $2,671-27.4% |
| Participant deferral / active EE | $5,046 | $3,660+37.9% | $4,880+3.4% | $4,126+22.3% |
| Admin fee / account holder | $4,028 | $5,219-22.8% | $6,735-40.2% | $5,651-28.7% |