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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 | $90,200 | $79,894+12.9% | $135,792-33.6% | $82,637+9.2% |
| Participation rate | 40.0% | 63.0%-23.0pp | 72.6%-32.6pp | 68.1%-28.1pp |
| Annual return | 17.22% | 17.20%0pp | 25.96%-8.7pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,242 | $2,165-42.6% | $3,496-64.5% | $2,552-51.3% |
| Participant deferral / active EE | $3,907 | $3,194+22.3% | $4,759-17.9% | $4,126-5.3% |
| Admin fee / account holder | $5,492 | $6,434-14.6% | $12,266-55.2% | $7,339-25.2% |