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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 | $105,274 | $86,940+21.1% | $102,434+2.8% | $80,935+30.1% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 11.64% | 18.89%-7.2pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,785 | $2,370+17.5% | $3,023-7.9% | $2,757+1.0% |
| Participant deferral / active EE | $7,346 | $4,121+78.3% | $5,055+45.3% | $4,299+70.9% |
| Admin fee / account holder | $13,708 | $8,047+70.4% | $9,462+44.9% | $6,924+98.0% |