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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 | $76,204 | $52,306+45.7% | $69,779+9.2% | $62,881+21.2% |
| Participation rate | 67.9% | 67.2%+0.6pp | 71.8%-4.0pp | 69.3%-1.4pp |
| Annual return | 7.52% | 13.35%-5.8pp | 12.99%-5.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,789 | $1,799-0.5% | $2,338-23.5% | $2,281-21.5% |
| Participant deferral / active EE | $2,107 | $2,395-12.0% | $2,931-28.1% | $3,203-34.2% |
| Admin fee / account holder | $1,162 | $3,691-68.5% | $4,381-73.5% | $4,296-73.0% |