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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 | $92,195 | $81,476+13.2% | $102,383-10.0% | $80,925+13.9% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 52.43% | 25.59%+26.8pp | 24.94%+27.5pp | 35.65%+16.8pp |
| Employer contribution / active EE | $1,783 | $3,105-42.6% | $3,870-53.9% | $2,756-35.3% |
| Participant deferral / active EE | $3,512 | $3,871-9.3% | $5,060-30.6% | $4,299-18.3% |
| Admin fee / account holder | $4,716 | $6,717-29.8% | $8,391-43.8% | $6,940-32.1% |