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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 | $96,074 | $45,043+113.3% | $63,005+52.5% | $70,124+37.0% |
| Participation rate | 62.9% | 69.5%-6.7pp | 74.8%-12.0pp | 69.5%-6.7pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.59%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $4,693 | $2,052+128.7% | $2,760+70.0% | $2,342+100.3% |
| Participant deferral / active EE | $1,470 | $2,466-40.4% | $3,329-55.9% | $3,332-55.9% |
| Admin fee / account holder | $344 | $2,833-87.9% | $3,599-90.4% | $4,645-92.6% |