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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 | $124,436 | $99,633+24.9% | $183,328-32.1% | $82,448+50.9% |
| Participation rate | 55.7% | 70.8%-15.1pp | 77.3%-21.7pp | 68.1%-12.4pp |
| Annual return | 17.57% | 17.84%-0.3pp | 29.67%-12.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,069 | $3,256-36.5% | $5,055-59.1% | $2,551-18.9% |
| Participant deferral / active EE | $4,981 | $4,938+0.9% | $6,795-26.7% | $4,139+20.3% |
| Admin fee / account holder | $4,947 | $9,934-50.2% | $21,427-76.9% | $7,234-31.6% |