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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 | $97,885 | $77,962+25.6% | $178,540-45.2% | $80,935+20.9% |
| Participation rate | 52.4% | 65.7%-13.3pp | 77.1%-24.7pp | 67.7%-15.3pp |
| Annual return | 12.77% | 18.10%-5.3pp | 27.15%-14.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,688 | $2,280+17.9% | $3,953-32.0% | $2,757-2.5% |
| Participant deferral / active EE | $6,349 | $4,404+44.2% | $6,281+1.1% | $4,299+47.7% |
| Admin fee / account holder | $34,481 | $7,156+381.9% | $10,424+230.8% | $6,924+398.0% |