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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 | $92,784 | $106,524-12.9% | $152,301-39.1% | $87,485+6.1% |
| Participation rate | 55.4% | 75.8%-20.4pp | 82.4%-27.1pp | 68.9%-13.5pp |
| Annual return | 18.36% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $3,923 | $3,371+16.4% | $4,624-15.2% | $2,596+51.1% |
| Participant deferral / active EE | $7,421 | $6,525+13.7% | $8,004-7.3% | $4,274+73.6% |
| Admin fee / account holder | $10,234 | $8,287+23.5% | $14,398-28.9% | $7,775+31.6% |