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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 | $74,692 | $76,642-2.5% | $146,866-49.1% | $65,306+14.4% |
| Participation rate | 47.5% | 61.2%-13.7pp | 82.5%-35.0pp | 57.7%-10.1pp |
| Annual return | 15.05% | 33.40%-18.3pp | 102.85%-87.8pp | 21.94%-6.9pp |
| Employer contribution / active EE | $1,764 | $2,621-32.7% | $4,425-60.1% | $1,967-10.3% |
| Participant deferral / active EE | $4,194 | $4,864-13.8% | $7,759-45.9% | $2,959+41.7% |
| Admin fee / account holder | $6,330 | $3,960+59.8% | $13,620-53.5% | $3,480+81.9% |