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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 | $97,821 | $53,774+81.9% | $134,162-27.1% | $79,856+22.5% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 12.90% | 19.01%-6.1pp | 36.35%-23.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,498 | $1,322+13.4% | $3,705-59.6% | $2,471-39.4% |
| Participant deferral / active EE | $4,136 | $2,420+70.9% | $3,500+18.2% | $3,741+10.6% |
| Admin fee / account holder | $9,885 | $3,985+148.1% | $6,685+47.9% | $5,306+86.3% |