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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 | $107,455 | $45,087+138.3% | $69,483+54.7% | $72,976+47.2% |
| Participation rate | 55.6% | 68.5%-12.9pp | 74.6%-19.0pp | 69.5%-13.9pp |
| Annual return | 23.41% | 22.67%+0.7pp | 28.99%-5.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $2,818 | $2,055+37.1% | $2,780+1.4% | $2,440+15.5% |
| Participant deferral / active EE | $5,432 | $2,603+108.7% | $3,537+53.6% | $3,608+50.6% |
| Admin fee / account holder | $4,664 | $3,057+52.6% | $3,841+21.4% | $5,124-9.0% |