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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 | $78,690-5.0% | $161,489-53.7% | $87,485-14.6% |
| Participation rate | 67.7% | 67.5%+0.3pp | 78.7%-11.0pp | 68.9%-1.2pp |
| Annual return | 15.27% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,673 | $2,588+3.3% | $4,268-37.4% | $2,596+2.9% |
| Participant deferral / active EE | $3,236 | $3,311-2.3% | $5,630-42.5% | $4,274-24.3% |
| Admin fee / account holder | $8,801 | $6,724+30.9% | $16,006-45.0% | $7,775+13.2% |