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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 | $109,325 | $107,809+1.4% | $97,032+12.7% | $155,188-29.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 71.6%-9.1pp | 80.8%-18.3pp |
| Annual return | 20.11% | 38.06%-18.0pp | 35.38%-15.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,609 | $2,911-10.4% | $2,629-0.8% | $4,248-38.6% |
| Participant deferral / active EE | $12,731 | $5,129+148.2% | $4,672+172.5% | $6,531+94.9% |
| Admin fee / account holder | $10,273 | $10,717-4.1% | $9,418+9.1% | $14,480-29.1% |