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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 | $120,456 | $123,793-2.7% | $177,827-32.3% | $79,858+50.8% |
| Participation rate | 59.4% | 84.7%-25.2pp | 87.7%-28.3pp | 69.6%-10.2pp |
| Annual return | 20.08% | 22.82%-2.7pp | 48.32%-28.2pp | 31.72%-11.6pp |
| Employer contribution / active EE | $3,872 | $4,095-5.4% | $5,918-34.6% | $2,471+56.7% |
| Participant deferral / active EE | $6,739 | $5,956+13.1% | $7,713-12.6% | $3,740+80.2% |
| Admin fee / account holder | $1,257 | $7,243-82.7% | $12,429-89.9% | $5,306-76.3% |