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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 | $93,658 | $77,472+20.9% | $100,392-6.7% | $80,935+15.7% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.7%+1.6pp |
| Annual return | 12.74% | 37.26%-24.5pp | 49.45%-36.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,728 | $2,800-38.3% | $3,941-56.2% | $2,757-37.3% |
| Participant deferral / active EE | $11,318 | $6,818+66.0% | $8,090+39.9% | $4,299+163.2% |
| Admin fee / account holder | $9,060 | $5,885+53.9% | $7,904+14.6% | $6,924+30.8% |