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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 | $90,676 | $86,330+5.0% | $121,871-25.6% | $94,015-3.6% |
| Participation rate | 50.0% | 66.7%-16.7pp | 73.2%-23.2pp | 70.8%-20.8pp |
| Annual return | 16.69% | 14.95%+1.7pp | 13.57%+3.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,562 | $2,292-31.9% | $2,731-42.8% | $2,790-44.0% |
| Participant deferral / active EE | $4,328 | $3,146+37.6% | $4,318+0.2% | $4,249+1.8% |
| Admin fee / account holder | $2,501 | $7,346-65.9% | $11,551-78.3% | $8,951-72.1% |