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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 | $81,334+8.2% | $113,397-22.4% | $64,097+37.3% |
| Participation rate | 68.9% | 65.6%+3.3pp | 76.5%-7.6pp | 55.2%+13.7pp |
| Annual return | 15.54% | 32.50%-17.0pp | 23.20%-7.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $1,706 | $2,077-17.8% | $2,977-42.7% | $1,891-9.8% |
| Participant deferral / active EE | $3,756 | $3,795-1.0% | $5,076-26.0% | $3,080+22.0% |
| Admin fee / account holder | $761 | $4,208-81.9% | $11,957-93.6% | $3,454-78.0% |