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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 | $97,550-3.8% | $120,344-22.0% | $87,485+7.2% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.7%-8.7pp | 68.9%-0.9pp |
| Annual return | 17.75% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,545 | $2,291-32.5% | $3,020-48.8% | $2,596-40.5% |
| Participant deferral / active EE | $2,721 | $4,230-35.7% | $5,135-47.0% | $4,274-36.3% |
| Admin fee / account holder | $2,502 | $9,543-73.8% | $12,742-80.4% | $7,775-67.8% |