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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 | $90,830 | $56,894+59.6% | $84,753+7.2% | $62,881+44.4% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 8.57% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,625 | $2,400-32.3% | $3,574-54.5% | $2,281-28.7% |
| Participant deferral / active EE | $3,891 | $2,709+43.6% | $3,712+4.8% | $3,203+21.5% |
| Admin fee / account holder | $767 | $3,581-78.6% | $5,333-85.6% | $4,296-82.1% |