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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 | $96,680 | $80,992+19.4% | $96,534+0.2% | $75,173+28.6% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.7pp |
| Annual return | 22.27% | 27.05%-4.8pp | 25.88%-3.6pp | 160.72%-138.5pp |
| Employer contribution / active EE | $4,847 | $2,283+112.3% | $2,965+63.4% | $2,671+81.5% |
| Participant deferral / active EE | $3,832 | $3,929-2.5% | $4,851-21.0% | $4,126-7.1% |
| Admin fee / account holder | $1,155 | $6,717-82.8% | $8,253-86.0% | $5,651-79.6% |