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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 | $73,928 | $64,920+13.9% | $103,693-28.7% | $86,983-15.0% |
| Participation rate | 68.2% | 63.6%+4.6pp | 72.6%-4.5pp | 69.5%-1.4pp |
| Annual return | 14.74% | 30.29%-15.6pp | 47.61%-32.9pp | 25.83%-11.1pp |
| Employer contribution / active EE | $2,207 | $2,141+3.1% | $2,920-24.4% | $2,584-14.6% |
| Participant deferral / active EE | $3,582 | $3,241+10.5% | $4,579-21.8% | $4,194-14.6% |
| Admin fee / account holder | $2,262 | $6,191-63.5% | $7,858-71.2% | $7,856-71.2% |