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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 | $109,342 | $102,245+6.9% | $89,340+22.4% | $137,256-20.3% |
| Participation rate | 58.3% | 74.9%-16.6pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 17.74% | 21.89%-4.1pp | 20.57%-2.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,512 | $2,529-40.2% | $2,231-32.2% | $4,156-63.6% |
| Participant deferral / active EE | $3,546 | $4,436-20.1% | $3,823-7.2% | $6,407-44.7% |
| Admin fee / account holder | $3,929 | $8,085-51.4% | $6,704-41.4% | $12,270-68.0% |