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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 | $87,615 | $81,358+7.7% | $155,556-43.7% | $80,959+8.2% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 11.79% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,414 | $3,106-54.5% | $4,675-69.7% | $2,757-48.7% |
| Participant deferral / active EE | $1,969 | $3,455-43.0% | $5,631-65.0% | $4,300-54.2% |
| Admin fee / account holder | $2,326 | $7,994-70.9% | $15,885-85.4% | $6,925-66.4% |