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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 | $95,685 | $75,541+26.7% | $152,093-37.1% | $82,637+15.8% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 15.77% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,082 | $2,622-58.7% | $4,175-74.1% | $2,552-57.6% |
| Participant deferral / active EE | $3,301 | $3,206+3.0% | $5,451-39.4% | $4,126-20.0% |
| Admin fee / account holder | $963 | $6,405-85.0% | $14,497-93.4% | $7,339-86.9% |