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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 | $97,550+0.1% | $120,344-18.8% | $87,485+11.6% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.7%-16.4pp | 68.9%-8.6pp |
| Annual return | 14.84% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,342 | $2,291-41.4% | $3,020-55.6% | $2,596-48.3% |
| Participant deferral / active EE | $2,868 | $4,230-32.2% | $5,135-44.1% | $4,274-32.9% |
| Admin fee / account holder | $3,393 | $9,543-64.4% | $12,742-73.4% | $7,775-56.4% |