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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 | $138,237 | $138,393-0.1% | $184,256-25.0% | $80,959+70.7% |
| Participation rate | 65.9% | 83.9%-18.0pp | 86.8%-21.0pp | 67.7%-1.8pp |
| Annual return | 11.22% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,096 | $4,847+5.1% | $6,427-20.7% | $2,757+84.8% |
| Participant deferral / active EE | $7,688 | $7,076+8.6% | $9,133-15.8% | $4,300+78.8% |
| Admin fee / account holder | $27,201 | $10,489+159.3% | $13,899+95.7% | $6,925+292.8% |