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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 | $92,488 | $39,132+136.4% | $57,196+61.7% | $62,881+47.1% |
| Participation rate | 65.5% | 70.5%-5.0pp | 75.3%-9.9pp | 69.3%-3.8pp |
| Annual return | 5.43% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,376 | $1,874+26.8% | $2,683-11.5% | $2,281+4.2% |
| Participant deferral / active EE | $3,312 | $2,374+39.5% | $3,096+7.0% | $3,203+3.4% |
| Admin fee / account holder | $11,694 | $2,594+350.8% | $3,141+272.4% | $4,296+172.2% |