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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 | $97,681 | $80,983+20.6% | $96,544+1.2% | $75,177+29.9% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 22.31% | 27.05%-4.7pp | 25.88%-3.6pp | 160.75%-138.4pp |
| Employer contribution / active EE | $1,822 | $2,282-20.2% | $2,966-38.6% | $2,671-31.8% |
| Participant deferral / active EE | $4,500 | $3,929+14.5% | $4,851-7.2% | $4,126+9.0% |
| Admin fee / account holder | $2,509 | $6,717-62.7% | $8,254-69.6% | $5,651-55.6% |