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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 | $86,919+21.1% | $102,457+2.7% | $80,911+30.1% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.6%-6.1pp |
| Annual return | 11.64% | 18.90%-7.3pp | 29.41%-17.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $2,785 | $2,368+17.6% | $3,022-7.9% | $2,756+1.1% |
| Participant deferral / active EE | $7,346 | $4,119+78.3% | $5,054+45.4% | $4,297+71.0% |
| Admin fee / account holder | $13,708 | $8,049+70.3% | $9,451+45.0% | $6,935+97.7% |