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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 | $102,823 | $96,731+6.3% | $123,973-17.1% | $86,983+18.2% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 15.26% | 17.33%-2.1pp | 388.13%-372.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,500 | $3,297-24.2% | $4,126-39.4% | $2,584-3.3% |
| Participant deferral / active EE | $6,432 | $4,152+54.9% | $5,247+22.6% | $4,194+53.4% |
| Admin fee / account holder | $13,224 | $8,722+51.6% | $11,799+12.1% | $7,856+68.3% |