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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 | $79,403 | $52,678+50.7% | $75,784+4.8% | $59,633+33.2% |
| Participation rate | 68.3% | 67.2%+1.1pp | 75.8%-7.5pp | 68.7%-0.3pp |
| Annual return | -1.44% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,020 | $2,193+37.7% | $3,323-9.1% | $2,203+37.1% |
| Participant deferral / active EE | $7,185 | $2,591+177.3% | $3,652+96.8% | $3,192+125.1% |
| Admin fee / account holder | $5,845 | $3,610+61.9% | $5,300+10.3% | $4,297+36.0% |