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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 | $90,475 | $95,404-5.2% | $113,397-20.2% | $82,637+9.5% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.5%-15.9pp | 68.1%-7.4pp |
| Annual return | 16.91% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,039 | $2,307-11.6% | $2,977-31.5% | $2,552-20.1% |
| Participant deferral / active EE | $4,484 | $4,220+6.3% | $5,076-11.7% | $4,126+8.7% |
| Admin fee / account holder | $13,064 | $9,168+42.5% | $11,957+9.3% | $7,339+78.0% |