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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 | $92,234 | $98,776-6.6% | $149,745-38.4% | $79,856+15.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 14.26% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,940 | $3,217-39.7% | $4,646-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $4,863 | $5,681-14.4% | $6,843-28.9% | $3,741+30.0% |
| Admin fee / account holder | $5,688 | $6,053-6.0% | $9,312-38.9% | $5,306+7.2% |