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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 | $85,987 | $87,546-1.8% | $75,784+13.5% | $125,389-31.4% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | 2.57% | 13.49%-10.9pp | 9.68%-7.1pp | 282.24%-279.7pp |
| Employer contribution / active EE | $2,343 | $3,930-40.4% | $3,323-29.5% | $4,866-51.8% |
| Participant deferral / active EE | $4,895 | $4,230+15.7% | $3,652+34.1% | $5,352-8.5% |
| Admin fee / account holder | $22,183 | $6,503+241.1% | $5,300+318.6% | $9,541+132.5% |