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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 | $73,037 | $81,334-10.2% | $113,397-35.6% | $64,097+13.9% |
| Participation rate | 63.8% | 65.6%-1.9pp | 76.5%-12.7pp | 55.2%+8.6pp |
| Annual return | 13.72% | 32.50%-18.8pp | 23.20%-9.5pp | 34.64%-20.9pp |
| Employer contribution / active EE | $2,102 | $2,077+1.2% | $2,977-29.4% | $1,891+11.1% |
| Participant deferral / active EE | $4,125 | $3,795+8.7% | $5,076-18.7% | $3,080+33.9% |
| Admin fee / account holder | $671 | $4,208-84.1% | $11,957-94.4% | $3,454-80.6% |