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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 | $116,046 | $106,524+8.9% | $152,301-23.8% | $87,485+32.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.4%-18.2pp | 68.9%-4.6pp |
| Annual return | 14.08% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,024 | $3,371-10.3% | $4,624-34.6% | $2,596+16.5% |
| Participant deferral / active EE | $6,715 | $6,525+2.9% | $8,004-16.1% | $4,274+57.1% |
| Admin fee / account holder | $1,020 | $8,287-87.7% | $14,398-92.9% | $7,775-86.9% |