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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 | $100,716 | $85,515+17.8% | $112,040-10.1% | $67,986+48.1% |
| Participation rate | 57.7% | 68.2%-10.6pp | 76.5%-18.8pp | 57.2%+0.5pp |
| Annual return | 16.51% | 29.68%-13.2pp | 24.52%-8.0pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,503 | $2,191-31.4% | $2,954-49.1% | $2,019-25.5% |
| Participant deferral / active EE | $2,800 | $4,014-30.2% | $5,098-45.1% | $3,358-16.6% |
| Admin fee / account holder | $6,629 | $3,774+75.7% | $12,098-45.2% | $3,203+106.9% |