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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 | $90,287 | $80,985+11.5% | $96,576-6.5% | $75,181+20.1% |
| Participation rate | 54.3% | 71.8%-17.4pp | 76.0%-21.6pp | 67.2%-12.9pp |
| Annual return | 13.82% | 27.05%-13.2pp | 25.87%-12.1pp | 160.69%-146.9pp |
| Employer contribution / active EE | $1,729 | $2,282-24.2% | $2,965-41.7% | $2,671-35.2% |
| Participant deferral / active EE | $4,584 | $3,929+16.7% | $4,851-5.5% | $4,126+11.1% |
| Admin fee / account holder | $1,501 | $6,719-77.7% | $8,253-81.8% | $5,650-73.4% |