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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 | $107,485 | $95,453+12.6% | $112,040-4.1% | $82,448+30.4% |
| Participation rate | 57.8% | 72.8%-14.9pp | 76.5%-18.7pp | 68.1%-10.3pp |
| Annual return | 14.66% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,191 | $2,318-5.5% | $2,954-25.8% | $2,551-14.1% |
| Participant deferral / active EE | $5,080 | $4,224+20.3% | $5,098-0.3% | $4,139+22.7% |
| Admin fee / account holder | $1,486 | $9,013-83.5% | $12,098-87.7% | $7,234-79.5% |