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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 | $109,860 | $90,400+21.5% | $186,193-41.0% | $87,485+25.6% |
| Participation rate | 53.3% | 66.2%-12.9pp | 77.1%-23.8pp | 68.9%-15.6pp |
| Annual return | 13.87% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,445 | $2,170+12.7% | $3,918-37.6% | $2,596-5.8% |
| Participant deferral / active EE | $3,995 | $4,330-7.7% | $6,513-38.7% | $4,274-6.5% |
| Admin fee / account holder | $2,792 | $8,673-67.8% | $11,058-74.8% | $7,775-64.1% |