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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 | $82,881 | $67,602+22.6% | $82,312+0.7% | $70,126+18.2% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.2pp |
| Annual return | 16.10% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,779 | $1,755+1.4% | $2,428-26.8% | $2,343-24.1% |
| Participant deferral / active EE | $3,136 | $2,987+5.0% | $3,706-15.4% | $3,332-5.9% |
| Admin fee / account holder | $992 | $4,512-78.0% | $5,608-82.3% | $4,645-78.6% |