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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 | $155,763 | $167,415-7.0% | $140,514+10.9% | $198,609-21.6% |
| Participation rate | 68.4% | 80.9%-12.5pp | 77.8%-9.4pp | 82.4%-14.0pp |
| Annual return | 10.76% | 13.85%-3.1pp | 14.36%-3.6pp | 202.70%-191.9pp |
| Employer contribution / active EE | $2,840 | $4,088-30.5% | $3,378-15.9% | $5,055-43.8% |
| Participant deferral / active EE | $6,293 | $5,579+12.8% | $4,919+27.9% | $6,977-9.8% |
| Admin fee / account holder | $1,554 | $16,730-90.7% | $13,697-88.7% | $19,030-91.8% |