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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 | $90,257 | $95,453-5.4% | $112,040-19.4% | $82,448+9.5% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 22.76% | 23.92%-1.2pp | 24.52%-1.8pp | 41.64%-18.9pp |
| Employer contribution / active EE | $2,195 | $2,318-5.3% | $2,954-25.7% | $2,551-14.0% |
| Participant deferral / active EE | $10,563 | $4,224+150.1% | $5,098+107.2% | $4,139+155.2% |
| Admin fee / account holder | $27,330 | $9,013+203.2% | $12,098+125.9% | $7,234+277.8% |