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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 | $95,453+9.9% | $112,040-6.3% | $82,448+27.3% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.5%-21.5pp | 68.1%-13.1pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,505 | $2,318-35.1% | $2,954-49.1% | $2,551-41.0% |
| Participant deferral / active EE | $5,060 | $4,224+19.8% | $5,098-0.7% | $4,139+22.2% |
| Admin fee / account holder | $13,033 | $9,013+44.6% | $12,098+7.7% | $7,234+80.2% |