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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 | $100,194-9.7% | $122,979-26.4% | $86,983+4.0% |
| Participation rate | 60.6% | 73.0%-12.4pp | 77.2%-16.6pp | 69.5%-8.9pp |
| Annual return | 16.91% | 16.47%+0.4pp | 20.12%-3.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,039 | $2,326-12.3% | $3,062-33.4% | $2,584-21.1% |
| Participant deferral / active EE | $4,484 | $4,133+8.5% | $5,003-10.4% | $4,194+6.9% |
| Admin fee / account holder | $13,064 | $10,148+28.7% | $12,864+1.6% | $7,856+66.3% |