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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 | $118,768 | $48,284+146.0% | $67,524+75.9% | $80,911+46.8% |
| Participation rate | 63.9% | 66.4%-2.5pp | 72.9%-9.0pp | 67.6%-3.8pp |
| Annual return | 14.20% | 18.27%-4.1pp | 3519.41%-3505.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,809 | $2,021-10.5% | $2,734-33.8% | $2,756-34.4% |
| Participant deferral / active EE | $4,466 | $2,927+52.6% | $4,001+11.6% | $4,297+3.9% |
| Admin fee / account holder | $6,434 | $3,688+74.5% | $4,001+60.8% | $6,935-7.2% |