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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 | $86,050-13.1% | $189,758-60.6% | $94,015-20.5% |
| Participation rate | 67.7% | 68.9%-1.2pp | 79.8%-12.1pp | 70.8%-3.1pp |
| Annual return | 15.27% | 17.77%-2.5pp | 52.62%-37.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,673 | $2,819-5.2% | $4,767-43.9% | $2,790-4.2% |
| Participant deferral / active EE | $3,236 | $3,349-3.4% | $5,856-44.7% | $4,249-23.9% |
| Admin fee / account holder | $8,801 | $6,627+32.8% | $20,388-56.8% | $8,951-1.7% |