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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 | $108,075 | $115,225-6.2% | $100,712+7.3% | $138,895-22.2% |
| Participation rate | 56.5% | 74.3%-17.8pp | 69.3%-12.8pp | 79.9%-23.4pp |
| Annual return | 10.48% | 40.35%-29.9pp | 33.27%-22.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $893 | $2,771-67.8% | $2,313-61.4% | $4,194-78.7% |
| Participant deferral / active EE | $2,092 | $4,699-55.5% | $4,085-48.8% | $6,396-67.3% |
| Admin fee / account holder | $4,385 | $10,844-59.6% | $9,256-52.6% | $12,562-65.1% |