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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 | $93,674 | $78,682+19.1% | $109,188-14.2% | $85,851+9.1% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 11.97% | 25.09%-13.1pp | 25.76%-13.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $2,139 | $2,734-21.8% | $3,723-42.5% | $2,565-16.6% |
| Participant deferral / active EE | $4,421 | $3,468+27.5% | $4,654-5.0% | $3,952+11.9% |
| Admin fee / account holder | $9,946 | $5,470+81.8% | $6,755+47.2% | $6,261+58.9% |