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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 | $100,187 | $81,358+23.1% | $155,556-35.6% | $80,959+23.8% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 19.85% | 33.39%-13.5pp | 64.84%-45.0pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,216 | $3,106-28.7% | $4,675-52.6% | $2,757-19.6% |
| Participant deferral / active EE | $3,549 | $3,455+2.7% | $5,631-37.0% | $4,300-17.5% |
| Admin fee / account holder | $1,130 | $7,994-85.9% | $15,885-92.9% | $6,925-83.7% |