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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 | $76,758 | $69,444+10.5% | $92,985-17.5% | $87,485-12.3% |
| Participation rate | 62.5% | 63.3%-0.8pp | 69.5%-7.0pp | 68.9%-6.4pp |
| Annual return | 15.89% | 23.85%-8.0pp | 27.99%-12.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,881 | $1,917-1.9% | $2,662-29.3% | $2,596-27.6% |
| Participant deferral / active EE | $4,030 | $3,364+19.8% | $4,377-7.9% | $4,274-5.7% |
| Admin fee / account holder | $5,150 | $6,137-16.1% | $9,463-45.6% | $7,775-33.8% |