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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 | $93,345+27.3% | $119,126-0.2% | $87,485+35.8% |
| Participation rate | 65.8% | 68.7%-2.9pp | 75.8%-10.0pp | 68.9%-3.1pp |
| Annual return | 16.24% | 19.08%-2.8pp | 282.11%-265.9pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,526 | $3,172-20.3% | $4,034-37.4% | $2,596-2.7% |
| Participant deferral / active EE | $4,103 | $4,099+0.1% | $5,318-22.8% | $4,274-4.0% |
| Admin fee / account holder | $5,169 | $8,039-35.7% | $10,693-51.7% | $7,775-33.5% |