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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 | $115,931+9.1% | $185,441-31.8% | $86,983+45.4% |
| Participation rate | 63.4% | 73.6%-10.2pp | 80.3%-16.9pp | 69.5%-6.2pp |
| Annual return | 16.84% | 21.47%-4.6pp | 20.16%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $2,980 | $2,937+1.5% | $4,672-36.2% | $2,584+15.3% |
| Participant deferral / active EE | $5,289 | $4,551+16.2% | $6,152-14.0% | $4,194+26.1% |
| Admin fee / account holder | $12,227 | $10,687+14.4% | $17,890-31.7% | $7,856+55.6% |