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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 | $115,318 | $86,949+32.6% | $102,460+12.5% | $80,959+42.4% |
| Participation rate | 61.9% | 72.4%-10.5pp | 76.5%-14.6pp | 67.7%-5.8pp |
| Annual return | 17.55% | 18.89%-1.3pp | 29.47%-11.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,329 | $2,370-43.9% | $3,025-56.1% | $2,757-51.8% |
| Participant deferral / active EE | $4,359 | $4,121+5.8% | $5,056-13.8% | $4,300+1.4% |
| Admin fee / account holder | $5,404 | $8,048-32.8% | $9,460-42.9% | $6,925-22.0% |