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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 | $171,214 | $55,684+207.5% | $75,900+125.6% | $72,976+134.6% |
| Participation rate | 56.3% | 61.1%-4.9pp | 69.3%-13.0pp | 69.5%-13.2pp |
| Annual return | 20.26% | 27.60%-7.3pp | 30.73%-10.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,535 | $1,687-9.0% | $2,501-38.6% | $2,440-37.1% |
| Participant deferral / active EE | $3,370 | $2,634+27.9% | $3,604-6.5% | $3,608-6.6% |
| Admin fee / account holder | $5,902 | $3,981+48.2% | $5,421+8.9% | $5,124+15.2% |