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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 | $99,380+10.0% | $90,312+21.1% | $155,188-29.5% |
| Participation rate | 58.3% | 77.3%-19.0pp | 72.9%-14.6pp | 80.8%-22.5pp |
| Annual return | 17.74% | 19.35%-1.6pp | 18.90%-1.2pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,512 | $2,390-36.7% | $2,243-32.6% | $4,248-64.4% |
| Participant deferral / active EE | $3,546 | $4,212-15.8% | $3,749-5.4% | $6,531-45.7% |
| Admin fee / account holder | $3,929 | $9,766-59.8% | $8,248-52.4% | $14,480-72.9% |