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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 | $73,031 | $75,541-3.3% | $152,093-52.0% | $82,637-11.6% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 14.55% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,914 | $2,622-27.0% | $4,175-54.1% | $2,552-25.0% |
| Participant deferral / active EE | $3,134 | $3,206-2.2% | $5,451-42.5% | $4,126-24.0% |
| Admin fee / account holder | $7,319 | $6,405+14.3% | $14,497-49.5% | $7,339-0.3% |