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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 | $86,538 | $81,476+6.2% | $102,383-15.5% | $80,925+6.9% |
| Participation rate | 68.4% | 66.8%+1.6pp | 74.5%-6.1pp | 67.7%+0.8pp |
| Annual return | 12.98% | 25.59%-12.6pp | 24.94%-12.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,288 | $3,105-26.3% | $3,870-40.9% | $2,756-17.0% |
| Participant deferral / active EE | $6,393 | $3,871+65.1% | $5,060+26.3% | $4,299+48.7% |
| Admin fee / account holder | $5,095 | $6,717-24.1% | $8,391-39.3% | $6,940-26.6% |