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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 | $81,457+0.1% | $103,378-21.1% | $80,911+0.8% |
| Participation rate | 51.5% | 66.8%-15.4pp | 74.5%-23.0pp | 67.6%-16.2pp |
| Annual return | 16.79% | 25.58%-8.8pp | 24.91%-8.1pp | 35.63%-18.8pp |
| Employer contribution / active EE | $3,312 | $3,107+6.6% | $3,870-14.4% | $2,756+20.2% |
| Participant deferral / active EE | $7,405 | $3,871+91.3% | $5,058+46.4% | $4,297+72.3% |
| Admin fee / account holder | $5,293 | $6,717-21.2% | $8,401-37.0% | $6,935-23.7% |