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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 | $100,194+20.5% | $122,979-1.8% | $86,983+38.8% |
| Participation rate | 68.4% | 73.0%-4.5pp | 77.2%-8.8pp | 69.5%-1.1pp |
| Annual return | 15.10% | 16.47%-1.4pp | 20.12%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,647 | $2,326-29.2% | $3,062-46.2% | $2,584-36.3% |
| Participant deferral / active EE | $4,518 | $4,133+9.3% | $5,003-9.7% | $4,194+7.7% |
| Admin fee / account holder | $2,825 | $10,148-72.2% | $12,864-78.0% | $7,856-64.0% |