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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 | $85,158 | $81,262+4.8% | $155,602-45.3% | $80,911+5.2% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 23.81% | 33.34%-9.5pp | 64.81%-41.0pp | 35.63%-11.8pp |
| Employer contribution / active EE | $1,730 | $3,102-44.2% | $4,675-63.0% | $2,756-37.2% |
| Participant deferral / active EE | $3,298 | $3,451-4.4% | $5,629-41.4% | $4,297-23.2% |
| Admin fee / account holder | $3,042 | $7,992-61.9% | $15,923-80.9% | $6,935-56.1% |