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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 | $156,080 | $95,453+63.5% | $112,040+39.3% | $82,448+89.3% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.5%-6.9pp | 68.1%+1.5pp |
| Annual return | 15.59% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,299 | $2,318-0.8% | $2,954-22.2% | $2,551-9.9% |
| Participant deferral / active EE | $4,223 | $4,2240% | $5,098-17.2% | $4,139+2.0% |
| Admin fee / account holder | $6,719 | $9,013-25.5% | $12,098-44.5% | $7,234-7.1% |