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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 | $204,497 | $215,361-5.0% | $171,082+19.5% | $273,972-25.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 12.70% | 25.14%-12.4pp | 32.56%-19.9pp | 41.46%-28.8pp |
| Employer contribution / active EE | $3,411 | $4,967-31.3% | $4,002-14.8% | $4,869-29.9% |
| Participant deferral / active EE | $11,390 | $5,543+105.5% | $4,797+137.4% | $5,287+115.4% |
| Admin fee / account holder | $1,924 | $10,846-82.3% | $8,520-77.4% | $10,133-81.0% |