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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 | $152,861 | $114,712+33.3% | $173,730-12.0% | $87,485+74.7% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 18.06% | 20.18%-2.1pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,234 | $2,904-23.1% | $4,577-51.2% | $2,596-14.0% |
| Participant deferral / active EE | $3,356 | $4,642-27.7% | $6,326-46.9% | $4,274-21.5% |
| Admin fee / account holder | $4,683 | $10,210-54.1% | $17,523-73.3% | $7,775-39.8% |