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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 | $81,233-0.6% | $155,567-48.1% | $80,874-0.2% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 11.01% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,604 | $3,101-48.3% | $4,674-65.7% | $2,756-41.8% |
| Participant deferral / active EE | $2,358 | $3,452-31.7% | $5,628-58.1% | $4,297-45.1% |
| Admin fee / account holder | $15,351 | $7,998+91.9% | $15,916-3.6% | $6,935+121.4% |