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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 | $74,736 | $76,407-2.2% | $150,298-50.3% | $82,448-9.4% |
| Participation rate | 67.7% | 66.4%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 15.27% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,673 | $2,614+2.2% | $4,154-35.7% | $2,551+4.8% |
| Participant deferral / active EE | $3,236 | $3,214+0.7% | $5,453-40.7% | $4,139-21.8% |
| Admin fee / account holder | $8,801 | $6,352+38.6% | $14,116-37.7% | $7,234+21.7% |