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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 | $86,054 | $50,464+70.5% | $75,784+13.6% | $52,331+64.4% |
| Participation rate | 61.7% | 66.8%-5.1pp | 75.8%-14.1pp | 68.1%-6.4pp |
| Annual return | 1.13% | 1.03%+0.1pp | 9.68%-8.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,315 | $1,988+16.4% | $3,323-30.4% | $1,882+23.0% |
| Participant deferral / active EE | $5,725 | $2,570+122.7% | $3,652+56.8% | $3,022+89.4% |
| Admin fee / account holder | $4,031 | $1,103+265.5% | $5,300-23.9% | $592+581.4% |