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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 | $96,161 | $47,944+100.6% | $67,834+41.8% | $62,881+52.9% |
| Participation rate | 41.5% | 61.1%-19.6pp | 68.8%-27.3pp | 69.3%-27.8pp |
| Annual return | 8.31% | 11.77%-3.5pp | 138.47%-130.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,903 | $1,562+21.8% | $2,403-20.8% | $2,281-16.6% |
| Participant deferral / active EE | $3,589 | $2,247+59.7% | $3,160+13.6% | $3,203+12.1% |
| Admin fee / account holder | $3,539 | $3,712-4.6% | $4,622-23.4% | $4,296-17.6% |