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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 | $88,023 | $85,515+2.9% | $112,040-21.4% | $67,986+29.5% |
| Participation rate | 68.9% | 68.2%+0.7pp | 76.5%-7.6pp | 57.2%+11.7pp |
| Annual return | 15.54% | 29.68%-14.1pp | 24.52%-9.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,706 | $2,191-22.1% | $2,954-42.2% | $2,019-15.5% |
| Participant deferral / active EE | $3,756 | $4,014-6.4% | $5,098-26.3% | $3,358+11.9% |
| Admin fee / account holder | $761 | $3,774-79.8% | $12,098-93.7% | $3,203-76.3% |