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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 | $98,801 | $75,541+30.8% | $152,093-35.0% | $82,637+19.6% |
| Participation rate | 59.5% | 66.5%-7.1pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 14.44% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,933 | $2,622+11.8% | $4,175-29.8% | $2,552+14.9% |
| Participant deferral / active EE | $4,958 | $3,206+54.7% | $5,451-9.1% | $4,126+20.2% |
| Admin fee / account holder | $19,525 | $6,405+204.9% | $14,497+34.7% | $7,339+166.0% |