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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 | $80,783 | $48,078+68.0% | $78,676+2.7% | $62,881+28.5% |
| Participation rate | 65.3% | 65.2%+0.1pp | 73.6%-8.3pp | 69.3%-4.0pp |
| Annual return | 7.00% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $983 | $2,015-51.2% | $2,850-65.5% | $2,281-56.9% |
| Participant deferral / active EE | $2,116 | $2,587-18.2% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $2,468 | $3,206-23.0% | $4,510-45.3% | $4,296-42.6% |