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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 | $93,203 | $95,453-2.4% | $112,040-16.8% | $82,448+13.0% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.5%-20.5pp | 68.1%-12.1pp |
| Annual return | 20.59% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,702 | $2,318-26.6% | $2,954-42.4% | $2,551-33.3% |
| Participant deferral / active EE | $5,753 | $4,224+36.2% | $5,098+12.9% | $4,139+39.0% |
| Admin fee / account holder | $2,751 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |