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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 | $92,961 | $104,650-11.2% | $83,854+10.9% | $155,188-40.1% |
| Participation rate | 55.6% | 65.1%-9.5pp | 59.1%-3.6pp | 80.8%-25.2pp |
| Annual return | 18.19% | 28.97%-10.8pp | 31.39%-13.2pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,158 | $1,196+80.4% | $1,017+112.1% | $4,248-49.2% |
| Participant deferral / active EE | $2,931 | $2,367+23.8% | $2,035+44.0% | $6,531-55.1% |
| Admin fee / account holder | $4,969 | $3,518+41.2% | $3,197+55.4% | $14,480-65.7% |