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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 | $76,902 | $48,078+60.0% | $78,676-2.3% | $62,881+22.3% |
| Participation rate | 47.4% | 65.2%-17.8pp | 73.6%-26.2pp | 69.3%-21.9pp |
| Annual return | 8.84% | 31.36%-22.5pp | 62.19%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,644 | $2,015-18.4% | $2,850-42.3% | $2,281-27.9% |
| Participant deferral / active EE | $3,527 | $2,587+36.3% | $3,517+0.3% | $3,203+10.1% |
| Admin fee / account holder | $4,710 | $3,206+46.9% | $4,510+4.4% | $4,296+9.6% |