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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 | $116,027 | $99,345+16.8% | $84,753+36.9% | $273,972-57.6% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.94% | 22.93%-20.0pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,590 | $4,214-38.5% | $3,574-27.5% | $4,869-46.8% |
| Participant deferral / active EE | $8,739 | $4,270+104.7% | $3,712+135.4% | $5,287+65.3% |
| Admin fee / account holder | $14,205 | $6,645+113.8% | $5,333+166.4% | $10,133+40.2% |