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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 | $86,076 | $106,864-19.5% | $147,318-41.6% | $82,637+4.2% |
| Participation rate | 55.8% | 75.5%-19.7pp | 82.1%-26.3pp | 68.1%-12.2pp |
| Annual return | 17.35% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,237 | $3,417-34.5% | $4,593-51.3% | $2,552-12.3% |
| Participant deferral / active EE | $5,421 | $6,496-16.5% | $7,906-31.4% | $4,126+31.4% |
| Admin fee / account holder | $4,643 | $8,415-44.8% | $13,708-66.1% | $7,339-36.7% |