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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 | $102,564 | $112,729-9.0% | $98,716+3.9% | $137,256-25.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 18.69% | 38.48%-19.8pp | 31.81%-13.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,369 | $2,725-49.8% | $2,279-39.9% | $4,156-67.1% |
| Participant deferral / active EE | $3,384 | $4,640-27.1% | $4,048-16.4% | $6,407-47.2% |
| Admin fee / account holder | $1,086 | $10,129-89.3% | $8,703-87.5% | $12,270-91.2% |