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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 | $90,537 | $77,574+16.7% | $108,753-16.8% | $86,983+4.1% |
| Participation rate | 65.9% | 62.3%+3.6pp | 71.1%-5.1pp | 69.5%-3.6pp |
| Annual return | 14.52% | 18.42%-3.9pp | 37.47%-23.0pp | 25.83%-11.3pp |
| Employer contribution / active EE | $600 | $1,611-62.7% | $2,427-75.3% | $2,584-76.8% |
| Participant deferral / active EE | $4,867 | $3,128+55.6% | $4,115+18.3% | $4,194+16.0% |
| Admin fee / account holder | $38,931 | $6,529+496.3% | $10,320+277.3% | $7,856+395.6% |