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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 | $152,861 | $123,478+23.8% | $216,567-29.4% | $94,015+62.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 81.6%-15.0pp | 70.8%-4.2pp |
| Annual return | 18.06% | 23.61%-5.5pp | 12.94%+5.1pp | 17.84%+0.2pp |
| Employer contribution / active EE | $2,234 | $3,136-28.8% | $5,216-57.2% | $2,790-19.9% |
| Participant deferral / active EE | $3,356 | $4,556-26.3% | $6,191-45.8% | $4,249-21.0% |
| Admin fee / account holder | $4,683 | $12,753-63.3% | $21,981-78.7% | $8,951-47.7% |