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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 | $75,006 | $46,877+60.0% | $122,354-38.7% | $70,126+7.0% |
| Participation rate | 67.1% | 58.2%+8.9pp | 71.6%-4.5pp | 69.5%-2.4pp |
| Annual return | 14.24% | 24.22%-10.0pp | 30.28%-16.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,272 | $1,288-1.3% | $4,051-68.6% | $2,343-45.7% |
| Participant deferral / active EE | $3,541 | $2,167+63.4% | $3,287+7.7% | $3,332+6.3% |
| Admin fee / account holder | $12,907 | $3,324+288.3% | $5,479+135.6% | $4,645+177.8% |