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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 | $105,420 | $75,541+39.6% | $152,093-30.7% | $82,637+27.6% |
| Participation rate | 52.9% | 66.5%-13.6pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 17.26% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,150 | $2,622-18.0% | $4,175-48.5% | $2,552-15.8% |
| Participant deferral / active EE | $3,856 | $3,206+20.3% | $5,451-29.3% | $4,126-6.6% |
| Admin fee / account holder | $1,765 | $6,405-72.4% | $14,497-87.8% | $7,339-76.0% |