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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 | $76,520 | $93,617-18.3% | $135,982-43.7% | $75,177+1.8% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-19.0pp | 67.2%-4.2pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,169 | $3,538-67.0% | $4,859-75.9% | $2,671-56.2% |
| Participant deferral / active EE | $5,286 | $6,406-17.5% | $7,760-31.9% | $4,126+28.1% |
| Admin fee / account holder | $7,671 | $6,980+9.9% | $10,767-28.8% | $5,651+35.7% |