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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 | $75,968 | $81,331-6.6% | $155,534-51.2% | $80,935-6.1% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 29.71% | 33.37%-3.7pp | 64.92%-35.2pp | 35.66%-5.9pp |
| Employer contribution / active EE | $1,380 | $3,105-55.5% | $4,675-70.5% | $2,757-49.9% |
| Participant deferral / active EE | $1,489 | $3,454-56.9% | $5,630-73.6% | $4,299-65.4% |
| Admin fee / account holder | $18,009 | $7,999+125.1% | $15,900+13.3% | $6,924+160.1% |