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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 | $105,565 | $67,602+56.2% | $82,312+28.3% | $70,126+50.5% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.2pp |
| Annual return | 17.00% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,143 | $1,755+22.1% | $2,428-11.7% | $2,343-8.5% |
| Participant deferral / active EE | $4,381 | $2,987+46.6% | $3,706+18.2% | $3,332+31.5% |
| Admin fee / account holder | $9,850 | $4,512+118.3% | $5,608+75.6% | $4,645+112.0% |