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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 | $112,515 | $86,938+29.4% | $102,423+9.9% | $80,925+39.0% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.7%-12.8pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,559 | $2,369-34.2% | $3,023-48.4% | $2,756-43.4% |
| Participant deferral / active EE | $3,625 | $4,120-12.0% | $5,054-28.3% | $4,299-15.7% |
| Admin fee / account holder | $9,156 | $8,053+13.7% | $9,455-3.2% | $6,940+31.9% |