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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 | $85,723 | $81,487+5.2% | $102,412-16.3% | $80,935+5.9% |
| Participation rate | 54.7% | 66.8%-12.2pp | 74.5%-19.8pp | 67.7%-13.0pp |
| Annual return | 24.29% | 25.60%-1.3pp | 24.94%-0.6pp | 35.66%-11.4pp |
| Employer contribution / active EE | $1,902 | $3,103-38.7% | $3,870-50.9% | $2,757-31.0% |
| Participant deferral / active EE | $5,689 | $3,871+47.0% | $5,060+12.4% | $4,299+32.3% |
| Admin fee / account holder | $3,869 | $6,717-42.4% | $8,388-53.9% | $6,924-44.1% |