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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 | $84,076 | $75,541+11.3% | $152,093-44.7% | $82,637+1.7% |
| Participation rate | 55.2% | 66.5%-11.4pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 17.89% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,429 | $2,622+30.8% | $4,175-17.9% | $2,552+34.4% |
| Participant deferral / active EE | $3,281 | $3,206+2.3% | $5,451-39.8% | $4,126-20.5% |
| Admin fee / account holder | $1,008 | $6,405-84.3% | $14,497-93.1% | $7,339-86.3% |