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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 | $94,375 | $108,825-13.3% | $156,181-39.6% | $82,448+14.5% |
| Participation rate | 67.5% | 72.4%-4.9pp | 78.8%-11.3pp | 68.1%-0.6pp |
| Annual return | 16.11% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,025 | $2,870-29.4% | $4,294-52.8% | $2,551-20.6% |
| Participant deferral / active EE | $2,795 | $4,577-38.9% | $6,132-54.4% | $4,139-32.5% |
| Admin fee / account holder | $5,618 | $9,341-39.9% | $14,586-61.5% | $7,234-22.3% |