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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 | $81,262+7.8% | $155,602-43.7% | $80,911+8.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 11.79% | 33.34%-21.6pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,414 | $3,102-54.4% | $4,675-69.7% | $2,756-48.7% |
| Participant deferral / active EE | $1,969 | $3,451-43.0% | $5,629-65.0% | $4,297-54.2% |
| Admin fee / account holder | $2,326 | $7,992-70.9% | $15,923-85.4% | $6,935-66.5% |