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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 | $89,710 | $76,696+17.0% | $96,515-7.1% | $71,511+25.4% |
| Participation rate | 57.0% | 66.6%-9.6pp | 74.3%-17.3pp | 67.9%-10.9pp |
| Annual return | 20.20% | 48.32%-28.1pp | 35.73%-15.5pp | 28.86%-8.7pp |
| Employer contribution / active EE | $2,015 | $3,032-33.5% | $3,740-46.1% | $2,589-22.2% |
| Participant deferral / active EE | $3,125 | $3,770-17.1% | $4,880-36.0% | $4,291-27.2% |
| Admin fee / account holder | $2,406 | $2,030+18.5% | $6,735-64.3% | $1,588+51.5% |