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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 | $94,031+6.6% | $115,768-13.4% | $82,448+21.6% |
| Participation rate | 61.7% | 70.4%-8.8pp | 74.4%-12.7pp | 68.1%-6.4pp |
| Annual return | 17.19% | 20.61%-3.4pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,973 | $2,323-15.1% | $2,940-32.9% | $2,551-22.7% |
| Participant deferral / active EE | $4,827 | $3,972+21.5% | $4,917-1.8% | $4,139+16.6% |
| Admin fee / account holder | $5,317 | $10,249-48.1% | $12,439-57.3% | $7,234-26.5% |