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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 | $82,916 | $56,894+45.7% | $84,753-2.2% | $62,881+31.9% |
| Participation rate | 61.1% | 68.5%-7.4pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 8.72% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,490 | $2,400-37.9% | $3,574-58.3% | $2,281-34.7% |
| Participant deferral / active EE | $2,725 | $2,709+0.6% | $3,712-26.6% | $3,203-14.9% |
| Admin fee / account holder | $3,048 | $3,581-14.9% | $5,333-42.9% | $4,296-29.1% |