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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 | $81,262-7.7% | $155,602-51.8% | $80,911-7.3% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.6%+0.9pp |
| Annual return | 14.77% | 33.34%-18.6pp | 64.81%-50.0pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,257 | $3,102-59.5% | $4,675-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $5,960 | $3,451+72.7% | $5,629+5.9% | $4,297+38.7% |
| Admin fee / account holder | $67,822 | $7,992+748.6% | $15,923+325.9% | $6,935+878.0% |