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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 | $93,823 | $95,453-1.7% | $112,040-16.3% | $82,448+13.8% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 17.75% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,545 | $2,318-33.3% | $2,954-47.7% | $2,551-39.4% |
| Participant deferral / active EE | $2,721 | $4,224-35.6% | $5,098-46.6% | $4,139-34.3% |
| Admin fee / account holder | $2,502 | $9,013-72.2% | $12,098-79.3% | $7,234-65.4% |