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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 | $87,465+0.6% | $122,979-28.4% | $65,306+34.8% |
| Participation rate | 68.9% | 66.0%+2.9pp | 77.2%-8.3pp | 57.7%+11.3pp |
| Annual return | 15.54% | 19.76%-4.2pp | 20.12%-4.6pp | 21.94%-6.4pp |
| Employer contribution / active EE | $1,706 | $2,156-20.9% | $3,062-44.3% | $1,967-13.3% |
| Participant deferral / active EE | $3,756 | $3,705+1.4% | $5,003-24.9% | $2,959+26.9% |
| Admin fee / account holder | $761 | $5,100-85.1% | $12,864-94.1% | $3,480-78.1% |