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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 | $97,663 | $104,098-6.2% | $140,514-30.5% | $94,015+3.9% |
| Participation rate | 60.3% | 73.7%-13.4pp | 77.8%-17.5pp | 70.8%-10.5pp |
| Annual return | 14.84% | 15.14%-0.3pp | 14.36%+0.5pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,342 | $2,388-43.8% | $3,378-60.3% | $2,790-51.9% |
| Participant deferral / active EE | $2,868 | $4,033-28.9% | $4,919-41.7% | $4,249-32.5% |
| Admin fee / account holder | $3,393 | $10,439-67.5% | $13,697-75.2% | $8,951-62.1% |