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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 | $120,731 | $95,453+26.5% | $112,040+7.8% | $82,448+46.4% |
| Participation rate | 68.4% | 72.8%-4.3pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 15.10% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,647 | $2,318-28.9% | $2,954-44.2% | $2,551-35.4% |
| Participant deferral / active EE | $4,518 | $4,224+7.0% | $5,098-11.4% | $4,139+9.2% |
| Admin fee / account holder | $2,825 | $9,013-68.7% | $12,098-76.6% | $7,234-60.9% |