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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 | $126,433 | $114,712+10.2% | $173,730-27.2% | $87,485+44.5% |
| Participation rate | 63.4% | 73.0%-9.6pp | 79.6%-16.2pp | 68.9%-5.6pp |
| Annual return | 16.84% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,980 | $2,904+2.6% | $4,577-34.9% | $2,596+14.8% |
| Participant deferral / active EE | $5,289 | $4,642+13.9% | $6,326-16.4% | $4,274+23.8% |
| Admin fee / account holder | $12,227 | $10,210+19.8% | $17,523-30.2% | $7,775+57.3% |