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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 | $104,939 | $95,404+10.0% | $113,397-7.5% | $82,637+27.0% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.5%-21.5pp | 68.1%-13.1pp |
| Annual return | 17.49% | 19.08%-1.6pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,505 | $2,307-34.8% | $2,977-49.5% | $2,552-41.0% |
| Participant deferral / active EE | $5,060 | $4,220+19.9% | $5,076-0.3% | $4,126+22.6% |
| Admin fee / account holder | $13,033 | $9,168+42.2% | $11,957+9.0% | $7,339+77.6% |