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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 | $86,223 | $67,411+27.9% | $91,004-5.3% | $70,126+23.0% |
| Participation rate | 54.3% | 71.4%-17.1pp | 75.6%-21.3pp | 69.5%-15.3pp |
| Annual return | 19.34% | -40.16%+59.5pp | 4.60%+14.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,115 | $1,786-37.6% | $2,456-54.6% | $2,343-52.4% |
| Participant deferral / active EE | $1,904 | $2,823-32.6% | $3,548-46.3% | $3,332-42.9% |
| Admin fee / account holder | $4,850 | $4,236+14.5% | $5,417-10.5% | $4,645+4.4% |