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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 | $69,060 | $72,269-4.4% | $101,271-31.8% | $79,852-13.5% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 18.79% | 22.29%-3.5pp | 46.48%-27.7pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.2% | $2,471-9.9% |
| Participant deferral / active EE | $3,613 | $3,282+10.1% | $4,371-17.3% | $3,740-3.4% |
| Admin fee / account holder | $1,038 | $4,401-76.4% | $5,948-82.5% | $5,306-80.4% |