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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 | $99,824 | $78,520+27.1% | $96,576+3.4% | $82,448+21.1% |
| Participation rate | 52.2% | 77.7%-25.6pp | 81.4%-29.3pp | 68.1%-15.9pp |
| Annual return | 16.77% | 41.30%-24.5pp | 38.47%-21.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,658 | $2,630-36.9% | $3,553-53.3% | $2,551-35.0% |
| Participant deferral / active EE | $2,990 | $6,754-55.7% | $7,956-62.4% | $4,139-27.8% |
| Admin fee / account holder | $8,411 | $13,455-37.5% | $11,381-26.1% | $7,234+16.3% |