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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 | $86,146 | $55,932+54.0% | $76,735+12.3% | $67,986+26.7% |
| Participation rate | 52.3% | 50.8%+1.5pp | 69.5%-17.2pp | 57.2%-4.9pp |
| Annual return | 16.40% | 23.10%-6.7pp | 29.77%-13.4pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,946 | $1,487+30.9% | $2,454-20.7% | $2,019-3.6% |
| Participant deferral / active EE | $5,200 | $2,558+103.3% | $4,088+27.2% | $3,358+54.8% |
| Admin fee / account holder | $7,288 | $4,907+48.5% | $7,189+1.4% | $3,203+127.5% |