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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 | $97,550-4.5% | $120,344-22.6% | $87,485+6.5% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.7%-20.7pp | 68.9%-12.9pp |
| Annual return | 20.59% | 18.41%+2.2pp | 20.30%+0.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,702 | $2,291-25.7% | $3,020-43.6% | $2,596-34.4% |
| Participant deferral / active EE | $5,753 | $4,230+36.0% | $5,135+12.0% | $4,274+34.6% |
| Admin fee / account holder | $2,751 | $9,543-71.2% | $12,742-78.4% | $7,775-64.6% |