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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 | $78,006 | $73,988+5.4% | $96,538-19.2% | $75,177+3.8% |
| Participation rate | 58.1% | 66.4%-8.3pp | 74.3%-16.2pp | 67.2%-9.1pp |
| Annual return | 14.93% | 26.73%-11.8pp | 35.74%-20.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $3,507 | $2,930+19.7% | $3,740-6.2% | $2,671+31.3% |
| Participant deferral / active EE | $5,955 | $3,660+62.7% | $4,880+22.0% | $4,126+44.3% |
| Admin fee / account holder | $659 | $5,220-87.4% | $6,737-90.2% | $5,651-88.3% |