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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 | $114,118 | $254,759-55.2% | $216,567-47.3% | $198,609-42.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 81.6%-19.1pp | 82.4%-19.9pp |
| Annual return | 18.08% | 10.04%+8.0pp | 12.94%+5.1pp | 202.70%-184.6pp |
| Employer contribution / active EE | $8,348 | $6,096+36.9% | $5,216+60.1% | $5,055+65.1% |
| Participant deferral / active EE | $13,102 | $6,948+88.6% | $6,191+111.7% | $6,977+87.8% |
| Admin fee / account holder | $7,517 | $26,311-71.4% | $21,981-65.8% | $19,030-60.5% |