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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 | $92,588 | $89,259+3.7% | $107,187-13.6% | $82,637+12.0% |
| Participation rate | 55.4% | 67.9%-12.5pp | 75.0%-19.6pp | 68.1%-12.6pp |
| Annual return | 14.11% | 21.02%-6.9pp | 204.55%-190.4pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,923 | $3,080-37.6% | $3,782-49.2% | $2,552-24.7% |
| Participant deferral / active EE | $4,882 | $4,037+20.9% | $5,096-4.2% | $4,126+18.3% |
| Admin fee / account holder | $25,421 | $7,381+244.4% | $9,162+177.4% | $7,339+246.4% |