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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 | $110,862 | $100,970+9.8% | $96,576+14.8% | $137,256-19.2% |
| Participation rate | 61.9% | 82.6%-20.7pp | 81.4%-19.5pp | 80.0%-18.1pp |
| Annual return | 17.99% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,972 | $3,809-22.0% | $3,553-16.4% | $4,156-28.5% |
| Participant deferral / active EE | $8,500 | $8,286+2.6% | $7,956+6.8% | $6,407+32.7% |
| Admin fee / account holder | $8,080 | $11,312-28.6% | $11,381-29.0% | $12,270-34.2% |