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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 | $97,648+2.7% | $121,663-17.6% | $87,485+14.6% |
| Participation rate | 61.7% | 70.5%-8.8pp | 74.5%-12.8pp | 68.9%-7.3pp |
| Annual return | 17.19% | 18.03%-0.8pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,973 | $2,300-14.2% | $3,020-34.7% | $2,596-24.0% |
| Participant deferral / active EE | $4,827 | $3,923+23.0% | $4,887-1.2% | $4,274+13.0% |
| Admin fee / account holder | $5,317 | $11,100-52.1% | $14,289-62.8% | $7,775-31.6% |