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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 | $87,872 | $81,504+7.8% | $102,437-14.2% | $80,959+8.5% |
| Participation rate | 64.5% | 66.9%-2.3pp | 74.5%-10.0pp | 67.7%-3.2pp |
| Annual return | 16.27% | 25.60%-9.3pp | 24.95%-8.7pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,809 | $3,104-9.5% | $3,871-27.4% | $2,757+1.9% |
| Participant deferral / active EE | $6,745 | $3,871+74.3% | $5,060+33.3% | $4,300+56.9% |
| Admin fee / account holder | $1,338 | $6,719-80.1% | $8,388-84.0% | $6,925-80.7% |