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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 | $158,668 | $138,385+14.7% | $184,200-13.9% | $80,874+96.2% |
| Participation rate | 69.6% | 83.9%-14.3pp | 86.8%-17.3pp | 67.6%+1.9pp |
| Annual return | 15.32% | 20.02%-4.7pp | 28.80%-13.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $3,088 | $4,849-36.3% | $6,424-51.9% | $2,756+12.1% |
| Participant deferral / active EE | $7,552 | $7,073+6.8% | $9,132-17.3% | $4,297+75.8% |
| Admin fee / account holder | $16,053 | $10,483+53.1% | $13,907+15.4% | $6,935+131.5% |