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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 | $120,289 | $81,487+47.6% | $102,412+17.5% | $80,935+48.6% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.4pp | 67.7%-13.6pp |
| Annual return | 15.99% | 25.60%-9.6pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,089 | $3,103-32.7% | $3,870-46.0% | $2,757-24.2% |
| Participant deferral / active EE | $3,954 | $3,871+2.2% | $5,060-21.9% | $4,299-8.0% |
| Admin fee / account holder | $3,612 | $6,717-46.2% | $8,388-56.9% | $6,924-47.8% |