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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 | $103,264 | $76,407+35.1% | $150,298-31.3% | $82,448+25.2% |
| Participation rate | 54.5% | 66.4%-11.9pp | 77.8%-23.2pp | 68.1%-13.5pp |
| Annual return | 15.40% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,080 | $2,614-20.4% | $4,154-49.9% | $2,551-18.5% |
| Participant deferral / active EE | $4,067 | $3,214+26.5% | $5,453-25.4% | $4,139-1.7% |
| Admin fee / account holder | $446 | $6,352-93.0% | $14,116-96.8% | $7,234-93.8% |