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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 | $85,413 | $72,269+18.2% | $101,271-15.7% | $79,852+7.0% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 15.76% | 22.29%-6.5pp | 46.48%-30.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $2,263 | $2,692-15.9% | $3,660-38.2% | $2,471-8.4% |
| Participant deferral / active EE | $4,644 | $3,282+41.5% | $4,371+6.3% | $3,740+24.2% |
| Admin fee / account holder | $6,274 | $4,401+42.6% | $5,948+5.5% | $5,306+18.2% |