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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 | $81,358-0.8% | $155,556-48.1% | $80,959-0.3% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 11.01% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,604 | $3,106-48.4% | $4,675-65.7% | $2,757-41.8% |
| Participant deferral / active EE | $2,358 | $3,455-31.8% | $5,631-58.1% | $4,300-45.2% |
| Admin fee / account holder | $15,351 | $7,994+92.0% | $15,885-3.4% | $6,925+121.7% |