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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 | $76,263 | $106,524-28.4% | $152,301-49.9% | $87,485-12.8% |
| Participation rate | 58.6% | 75.8%-17.1pp | 82.4%-23.8pp | 68.9%-10.3pp |
| Annual return | 41.21% | 26.89%+14.3pp | 80.50%-39.3pp | 26.06%+15.1pp |
| Employer contribution / active EE | $2,062 | $3,371-38.8% | $4,624-55.4% | $2,596-20.6% |
| Participant deferral / active EE | $5,306 | $6,525-18.7% | $8,004-33.7% | $4,274+24.2% |
| Admin fee / account holder | $1,106 | $8,287-86.7% | $14,398-92.3% | $7,775-85.8% |