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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 | $89,259+33.1% | $107,187+10.9% | $82,637+43.8% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.2pp | 68.1%-2.3pp |
| Annual return | 16.24% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,526 | $3,080-18.0% | $3,782-33.2% | $2,552-1.0% |
| Participant deferral / active EE | $4,103 | $4,037+1.6% | $5,096-19.5% | $4,126-0.6% |
| Admin fee / account holder | $5,169 | $7,381-30.0% | $9,162-43.6% | $7,339-29.6% |