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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 | $106,834 | $73,787+44.8% | $98,716+8.2% | $82,448+29.6% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.3%-11.7pp | 68.1%-10.4pp |
| Annual return | 19.05% | 18.57%+0.5pp | 31.81%-12.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,636 | $1,511+8.2% | $2,279-28.2% | $2,551-35.9% |
| Participant deferral / active EE | $4,470 | $3,081+45.0% | $4,048+10.4% | $4,139+8.0% |
| Admin fee / account holder | $1,694 | $6,500-73.9% | $8,703-80.5% | $7,234-76.6% |