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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 | $70,858 | $67,602+4.8% | $82,312-13.9% | $70,126+1.0% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.9%-13.3pp | 69.5%-5.9pp |
| Annual return | 13.90% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $904 | $1,755-48.5% | $2,428-62.8% | $2,343-61.4% |
| Participant deferral / active EE | $1,697 | $2,987-43.2% | $3,706-54.2% | $3,332-49.1% |
| Admin fee / account holder | $2,685 | $4,512-40.5% | $5,608-52.1% | $4,645-42.2% |