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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 | $104,494 | $117,904-11.4% | $102,457+2.0% | $145,978-28.4% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 10.01% | 31.80%-21.8pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,498 | $3,613-30.9% | $3,022-17.3% | $4,662-46.4% |
| Participant deferral / active EE | $3,882 | $5,733-32.3% | $5,054-23.2% | $6,690-42.0% |
| Admin fee / account holder | $3,423 | $13,329-74.3% | $9,451-63.8% | $13,400-74.5% |