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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 | $76,805 | $59,123+29.9% | $77,183-0.5% | $75,181+2.2% |
| Participation rate | 59.6% | 63.9%-4.3pp | 69.6%-10.0pp | 67.2%-7.6pp |
| Annual return | 15.73% | 26.72%-11.0pp | 37.89%-22.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,778 | $1,996-10.9% | $2,534-29.8% | $2,671-33.4% |
| Participant deferral / active EE | $3,565 | $2,999+18.9% | $3,833-7.0% | $4,126-13.6% |
| Admin fee / account holder | $10,193 | $4,776+113.4% | $5,475+86.2% | $5,650+80.4% |