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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 | $96,595 | $76,696+25.9% | $96,538+0.1% | $71,529+35.0% |
| Participation rate | 46.1% | 66.6%-20.5pp | 74.3%-28.3pp | 67.9%-21.8pp |
| Annual return | 16.86% | 48.32%-31.5pp | 35.74%-18.9pp | 28.97%-12.1pp |
| Employer contribution / active EE | $1,876 | $3,032-38.1% | $3,740-49.8% | $2,590-27.6% |
| Participant deferral / active EE | $4,095 | $3,770+8.6% | $4,880-16.1% | $4,291-4.6% |
| Admin fee / account holder | $4,675 | $2,030+130.3% | $6,737-30.6% | $1,588+194.3% |