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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 | $76,928 | $81,208-5.3% | $98,920-22.2% | $79,852-3.7% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.4pp | 69.6%-2.0pp |
| Annual return | 16.89% | 60.99%-44.1pp | 196.47%-179.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $2,291 | $1,960+16.9% | $2,689-14.8% | $2,471-7.3% |
| Participant deferral / active EE | $4,916 | $3,265+50.6% | $4,245+15.8% | $3,740+31.4% |
| Admin fee / account holder | $1,075 | $6,013-82.1% | $6,643-83.8% | $5,306-79.7% |