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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 | $100,716 | $79,867+26.1% | $120,344-16.3% | $64,340+56.5% |
| Participation rate | 57.7% | 63.0%-5.3pp | 76.7%-19.1pp | 55.2%+2.4pp |
| Annual return | 16.51% | 21.10%-4.6pp | 20.30%-3.8pp | 24.14%-7.6pp |
| Employer contribution / active EE | $1,503 | $1,925-21.9% | $3,020-50.2% | $1,862-19.3% |
| Participant deferral / active EE | $2,800 | $3,593-22.1% | $5,135-45.5% | $2,980-6.0% |
| Admin fee / account holder | $6,629 | $5,039+31.5% | $12,742-48.0% | $3,703+79.0% |