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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 | $67,630 | $88,672-23.7% | $105,223-35.7% | $82,448-18.0% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 15.32% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,393 | $3,048-21.5% | $3,689-35.1% | $2,551-6.2% |
| Participant deferral / active EE | $3,437 | $4,036-14.8% | $5,072-32.2% | $4,139-17.0% |
| Admin fee / account holder | $3,495 | $7,146-51.1% | $8,859-60.6% | $7,234-51.7% |