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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 | $84,590 | $80,748+4.8% | $102,383-17.4% | $74,429+13.7% |
| Participation rate | 65.0% | 65.7%-0.7pp | 74.5%-9.5pp | 67.2%-2.2pp |
| Annual return | 11.79% | 27.57%-15.8pp | 24.94%-13.1pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $2,302 | $3,159-27.1% | $3,870-40.5% | $2,625-12.3% |
| Participant deferral / active EE | $4,413 | $3,861+14.3% | $5,060-12.8% | $4,348+1.5% |
| Admin fee / account holder | $6,171 | $2,371+160.3% | $8,391-26.5% | $1,944+217.4% |