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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 | $102,251 | $86,938+17.6% | $102,423-0.2% | $80,925+26.4% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.7%-1.8pp |
| Annual return | 39.57% | 18.89%+20.7pp | 29.42%+10.1pp | 35.65%+3.9pp |
| Employer contribution / active EE | $1,302 | $2,369-45.0% | $3,023-56.9% | $2,756-52.8% |
| Participant deferral / active EE | $3,257 | $4,120-21.0% | $5,054-35.6% | $4,299-24.2% |
| Admin fee / account holder | $10,932 | $8,053+35.8% | $9,455+15.6% | $6,940+57.5% |