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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 | $90,750 | $88,672+2.3% | $105,223-13.8% | $82,448+10.1% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 18.23% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,520 | $3,048-50.1% | $3,689-58.8% | $2,551-40.4% |
| Participant deferral / active EE | $3,285 | $4,036-18.6% | $5,072-35.2% | $4,139-20.6% |
| Admin fee / account holder | $6,082 | $7,146-14.9% | $8,859-31.4% | $7,234-15.9% |