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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 | $89,995 | $59,839+50.4% | $81,991+9.8% | $79,852+12.7% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.3%-8.3pp | 69.6%-8.7pp |
| Annual return | 14.55% | 17.56%-3.0pp | 41.31%-26.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,788 | $1,713+62.7% | $2,498+11.6% | $2,471+12.8% |
| Participant deferral / active EE | $6,051 | $2,695+124.5% | $3,722+62.6% | $3,740+61.8% |
| Admin fee / account holder | $10,963 | $4,287+155.7% | $5,665+93.5% | $5,306+106.6% |