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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 | $106,923 | $101,795+5.0% | $165,100-35.2% | $80,959+32.1% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.7%-3.3pp |
| Annual return | 13.96% | 16.73%-2.8pp | 70.21%-56.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,788 | $2,954-5.6% | $4,348-35.9% | $2,757+1.1% |
| Participant deferral / active EE | $4,665 | $4,476+4.2% | $6,035-22.7% | $4,300+8.5% |
| Admin fee / account holder | $3,753 | $8,221-54.4% | $12,696-70.4% | $6,925-45.8% |