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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 | $126,523 | $108,825+16.3% | $156,181-19.0% | $82,448+53.5% |
| Participation rate | 55.3% | 72.4%-17.1pp | 78.8%-23.6pp | 68.1%-12.8pp |
| Annual return | 14.29% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,497 | $2,870-13.0% | $4,294-41.8% | $2,551-2.1% |
| Participant deferral / active EE | $6,305 | $4,577+37.8% | $6,132+2.8% | $4,139+52.3% |
| Admin fee / account holder | $12,431 | $9,341+33.1% | $14,586-14.8% | $7,234+71.8% |