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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 | $88,626 | $53,774+64.8% | $134,162-33.9% | $79,856+11.0% |
| Participation rate | 61.8% | 58.8%+3.0pp | 72.2%-10.4pp | 69.6%-7.9pp |
| Annual return | 11.52% | 19.01%-7.5pp | 36.35%-24.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,122 | $1,322-15.1% | $3,705-69.7% | $2,471-54.6% |
| Participant deferral / active EE | $1,392 | $2,420-42.5% | $3,500-60.2% | $3,741-62.8% |
| Admin fee / account holder | $6,096 | $3,985+53.0% | $6,685-8.8% | $5,306+14.9% |