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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 | $81,457+7.9% | $103,378-15.0% | $80,911+8.6% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.6%-3.1pp |
| Annual return | 16.27% | 25.58%-9.3pp | 24.91%-8.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,809 | $3,107-9.6% | $3,870-27.4% | $2,756+1.9% |
| Participant deferral / active EE | $6,745 | $3,871+74.3% | $5,058+33.4% | $4,297+57.0% |
| Admin fee / account holder | $1,338 | $6,717-80.1% | $8,401-84.1% | $6,935-80.7% |