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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 | $113,531 | $86,949+30.6% | $102,460+10.8% | $80,959+40.2% |
| Participation rate | 54.6% | 72.4%-17.7pp | 76.5%-21.9pp | 67.7%-13.0pp |
| Annual return | 15.66% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,211 | $2,370-48.9% | $3,025-60.0% | $2,757-56.1% |
| Participant deferral / active EE | $4,621 | $4,121+12.1% | $5,056-8.6% | $4,300+7.5% |
| Admin fee / account holder | $4,321 | $8,048-46.3% | $9,460-54.3% | $6,925-37.6% |