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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 | $100,272 | $101,950-1.6% | $125,529-20.1% | $86,983+15.3% |
| Participation rate | 61.7% | 70.2%-8.5pp | 74.7%-13.1pp | 69.5%-7.9pp |
| Annual return | 17.19% | 18.29%-1.1pp | 202.56%-185.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,973 | $2,358-16.3% | $3,058-35.5% | $2,584-23.7% |
| Participant deferral / active EE | $4,827 | $3,862+25.0% | $4,813+0.3% | $4,194+15.1% |
| Admin fee / account holder | $5,317 | $12,791-58.4% | $16,298-67.4% | $7,856-32.3% |