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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 | $82,216 | $93,598-12.2% | $135,974-39.5% | $75,173+9.4% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 19.59% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,899 | $3,538-46.3% | $4,859-60.9% | $2,671-28.9% |
| Participant deferral / active EE | $5,272 | $6,405-17.7% | $7,760-32.1% | $4,126+27.8% |
| Admin fee / account holder | $7,106 | $6,978+1.8% | $10,767-34.0% | $5,651+25.8% |