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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 | $75,040 | $81,331-7.7% | $155,534-51.8% | $80,935-7.3% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.6pp | 67.7%+0.9pp |
| Annual return | 14.77% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,257 | $3,105-59.5% | $4,675-73.1% | $2,757-54.4% |
| Participant deferral / active EE | $5,960 | $3,454+72.6% | $5,630+5.9% | $4,299+38.6% |
| Admin fee / account holder | $67,822 | $7,999+747.9% | $15,900+326.6% | $6,924+879.5% |