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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 | $101,353 | $101,798-0.4% | $165,071-38.6% | $80,935+25.2% |
| Participation rate | 69.7% | 71.8%-2.2pp | 78.6%-9.0pp | 67.7%+2.0pp |
| Annual return | 17.05% | 16.73%+0.3pp | 70.17%-53.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,357 | $2,954-20.2% | $4,347-45.8% | $2,757-14.5% |
| Participant deferral / active EE | $5,283 | $4,476+18.0% | $6,035-12.5% | $4,299+22.9% |
| Admin fee / account holder | $6,395 | $8,221-22.2% | $12,695-49.6% | $6,924-7.6% |