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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 | $93,306 | $95,453-2.3% | $112,040-16.7% | $82,448+13.2% |
| Participation rate | 38.4% | 72.8%-34.4pp | 76.5%-38.1pp | 68.1%-29.7pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,590 | $2,318-31.4% | $2,954-46.2% | $2,551-37.7% |
| Participant deferral / active EE | $2,988 | $4,224-29.2% | $5,098-41.4% | $4,139-27.8% |
| Admin fee / account holder | $10,968 | $9,013+21.7% | $12,098-9.3% | $7,234+51.6% |