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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 | $115,673 | $81,358+42.2% | $155,556-25.6% | $80,959+42.9% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 15.80% | 33.39%-17.6pp | 64.84%-49.0pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,733 | $3,106-44.2% | $4,675-62.9% | $2,757-37.1% |
| Participant deferral / active EE | $3,272 | $3,455-5.3% | $5,631-41.9% | $4,300-23.9% |
| Admin fee / account holder | $20,310 | $7,994+154.1% | $15,885+27.9% | $6,925+193.3% |