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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 | $100,934 | $106,864-5.5% | $147,318-31.5% | $82,637+22.1% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 17.33% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,647 | $3,417-22.5% | $4,593-42.4% | $2,552+3.7% |
| Participant deferral / active EE | $5,682 | $6,496-12.5% | $7,906-28.1% | $4,126+37.7% |
| Admin fee / account holder | $4,399 | $8,415-47.7% | $13,708-67.9% | $7,339-40.1% |