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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 | $88,404 | $43,344+104.0% | $59,899+47.6% | $64,173+37.8% |
| Participation rate | 69.7% | 69.2%+0.5pp | 74.7%-5.0pp | 69.6%+0.1pp |
| Annual return | -6.21% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,637 | $2,030-19.4% | $2,723-39.9% | $2,381-31.3% |
| Participant deferral / active EE | $4,806 | $2,547+88.7% | $3,402+41.3% | $3,470+38.5% |
| Admin fee / account holder | $3,048 | $3,008+1.3% | $3,592-15.1% | $4,887-37.6% |