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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 | $189,899 | $215,361-11.8% | $171,082+11.0% | $273,972-30.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 5.66% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,120 | $4,967-37.2% | $4,002-22.0% | $4,869-35.9% |
| Participant deferral / active EE | $2,598 | $5,543-53.1% | $4,797-45.9% | $5,287-50.9% |
| Admin fee / account holder | $5,386 | $10,846-50.3% | $8,520-36.8% | $10,133-46.8% |