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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 | $92,260 | $46,596+98.0% | $64,099+43.9% | $75,181+22.7% |
| Participation rate | 54.0% | 65.9%-11.9pp | 72.3%-18.3pp | 67.2%-13.2pp |
| Annual return | 16.49% | 26.04%-9.6pp | 33.70%-17.2pp | 160.69%-144.2pp |
| Employer contribution / active EE | $1,931 | $1,975-2.2% | $2,748-29.7% | $2,671-27.7% |
| Participant deferral / active EE | $5,205 | $2,837+83.5% | $3,881+34.1% | $4,126+26.2% |
| Admin fee / account holder | $3,254 | $2,954+10.1% | $3,070+6.0% | $5,650-42.4% |