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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 | $118,844 | $88,672+34.0% | $105,223+12.9% | $82,448+44.1% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.3pp | 68.1%-2.3pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,526 | $3,048-17.1% | $3,689-31.5% | $2,551-1.0% |
| Participant deferral / active EE | $4,103 | $4,036+1.7% | $5,072-19.1% | $4,139-0.9% |
| Admin fee / account holder | $5,169 | $7,146-27.7% | $8,859-41.7% | $7,234-28.6% |