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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 | $100,194+4.7% | $122,979-14.7% | $86,983+20.6% |
| Participation rate | 55.0% | 73.0%-18.0pp | 77.2%-22.2pp | 69.5%-14.5pp |
| Annual return | 17.49% | 16.47%+1.0pp | 20.12%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,505 | $2,326-35.3% | $3,062-50.9% | $2,584-41.8% |
| Participant deferral / active EE | $5,060 | $4,133+22.4% | $5,003+1.1% | $4,194+20.6% |
| Admin fee / account holder | $13,033 | $10,148+28.4% | $12,864+1.3% | $7,856+65.9% |