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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 | $98,535 | $86,938+13.3% | $102,423-3.8% | $80,925+21.8% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.7%+0.3pp |
| Annual return | 15.28% | 18.89%-3.6pp | 29.42%-14.1pp | 35.65%-20.4pp |
| Employer contribution / active EE | $967 | $2,369-59.2% | $3,023-68.0% | $2,756-64.9% |
| Participant deferral / active EE | $2,697 | $4,120-34.5% | $5,054-46.6% | $4,299-37.3% |
| Admin fee / account holder | $1,096 | $8,053-86.4% | $9,455-88.4% | $6,940-84.2% |