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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 | $81,560 | $81,504+0.1% | $102,437-20.4% | $80,959+0.7% |
| Participation rate | 51.5% | 66.9%-15.4pp | 74.5%-23.0pp | 67.7%-16.2pp |
| Annual return | 16.79% | 25.60%-8.8pp | 24.95%-8.2pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,312 | $3,104+6.7% | $3,871-14.4% | $2,757+20.1% |
| Participant deferral / active EE | $7,405 | $3,871+91.3% | $5,060+46.3% | $4,300+72.2% |
| Admin fee / account holder | $5,293 | $6,719-21.2% | $8,388-36.9% | $6,925-23.6% |