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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 | $93,079 | $80,992+14.9% | $96,534-3.6% | $75,173+23.8% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 13.36% | 27.05%-13.7pp | 25.88%-12.5pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,647 | $2,283-27.9% | $2,965-44.5% | $2,671-38.4% |
| Participant deferral / active EE | $3,870 | $3,929-1.5% | $4,851-20.2% | $4,126-6.2% |
| Admin fee / account holder | $21,144 | $6,717+214.8% | $8,253+156.2% | $5,651+274.2% |