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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 | $107,499 | $91,198+17.9% | $178,503-39.8% | $79,856+34.6% |
| Participation rate | 58.0% | 69.2%-11.2pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 25.49% | 24.20%+1.3pp | 151.12%-125.6pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,709 | $3,257-16.8% | $5,011-46.0% | $2,471+9.6% |
| Participant deferral / active EE | $4,710 | $3,237+45.5% | $5,202-9.5% | $3,741+25.9% |
| Admin fee / account holder | $579 | $6,748-91.4% | $13,987-95.9% | $5,306-89.1% |