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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 | $103,164+6.0% | $90,259+21.1% | $154,746-29.3% |
| Participation rate | 58.3% | 76.1%-17.8pp | 70.7%-12.4pp | 80.7%-22.4pp |
| Annual return | 17.74% | 19.25%-1.5pp | 18.88%-1.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,512 | $2,532-40.3% | $2,291-34.0% | $4,379-65.5% |
| Participant deferral / active EE | $3,546 | $4,422-19.8% | $3,827-7.3% | $6,730-47.3% |
| Admin fee / account holder | $3,929 | $8,593-54.3% | $7,267-45.9% | $14,365-72.7% |