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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 | $114,251 | $39,132+192.0% | $57,196+99.8% | $62,881+81.7% |
| Participation rate | 62.8% | 70.5%-7.7pp | 75.3%-12.5pp | 69.3%-6.5pp |
| Annual return | 7.30% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,172 | $1,874+15.9% | $2,683-19.1% | $2,281-4.8% |
| Participant deferral / active EE | $3,969 | $2,374+67.2% | $3,096+28.2% | $3,203+23.9% |
| Admin fee / account holder | $13,044 | $2,594+402.8% | $3,141+315.3% | $4,296+203.6% |