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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 | $92,705 | $81,276+14.1% | $155,574-40.4% | $80,925+14.6% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 15.55% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,224 | $3,103-28.3% | $4,676-52.4% | $2,756-19.3% |
| Participant deferral / active EE | $3,911 | $3,453+13.3% | $5,629-30.5% | $4,299-9.0% |
| Admin fee / account holder | $7,415 | $7,993-7.2% | $15,914-53.4% | $6,940+6.8% |