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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 | $107,706 | $126,661-15.0% | $113,397-5.0% | $138,895-22.5% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 21.34% | 25.05%-3.7pp | 23.20%-1.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,534 | $3,456-55.6% | $2,977-48.5% | $4,194-63.4% |
| Participant deferral / active EE | $4,844 | $5,693-14.9% | $5,076-4.6% | $6,396-24.3% |
| Admin fee / account holder | $9,276 | $14,549-36.2% | $11,957-22.4% | $12,562-26.2% |