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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 | $80,721 | $81,276-0.7% | $155,574-48.1% | $80,925-0.3% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 11.01% | 33.36%-22.3pp | 64.87%-53.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,604 | $3,103-48.3% | $4,676-65.7% | $2,756-41.8% |
| Participant deferral / active EE | $2,358 | $3,453-31.7% | $5,629-58.1% | $4,299-45.1% |
| Admin fee / account holder | $15,351 | $7,993+92.0% | $15,914-3.5% | $6,940+121.2% |