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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 | $93,961 | $125,797-25.3% | $170,057-44.7% | $75,177+25.0% |
| Participation rate | 60.6% | 83.6%-23.0pp | 87.0%-26.4pp | 67.2%-6.6pp |
| Annual return | 17.49% | 27.20%-9.7pp | 53.42%-35.9pp | 160.75%-143.3pp |
| Employer contribution / active EE | $3,539 | $4,616-23.3% | $6,790-47.9% | $2,671+32.5% |
| Participant deferral / active EE | $9,004 | $6,838+31.7% | $10,411-13.5% | $4,126+118.2% |
| Admin fee / account holder | $1,199 | $8,177-85.3% | $12,826-90.7% | $5,651-78.8% |