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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 | $90,148 | $83,843+7.5% | $123,973-27.3% | $65,306+38.0% |
| Participation rate | 44.7% | 56.0%-11.3pp | 76.7%-32.0pp | 57.7%-13.0pp |
| Annual return | 11.93% | 19.87%-7.9pp | 388.13%-376.2pp | 21.94%-10.0pp |
| Employer contribution / active EE | $1,659 | $2,873-42.3% | $4,126-59.8% | $1,967-15.7% |
| Participant deferral / active EE | $3,240 | $2,997+8.1% | $5,247-38.3% | $2,959+9.5% |
| Admin fee / account holder | $5,974 | $4,735+26.2% | $11,799-49.4% | $3,480+71.7% |