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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 | $122,720 | $56,054+118.9% | $171,082-28.3% | $62,881+95.2% |
| Participation rate | 65.4% | 62.9%+2.5pp | 76.7%-11.3pp | 69.3%-3.9pp |
| Annual return | 6.93% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $609 | $1,731-64.8% | $4,002-84.8% | $2,281-73.3% |
| Participant deferral / active EE | $5,962 | $3,158+88.8% | $4,797+24.3% | $3,203+86.1% |
| Admin fee / account holder | $8,666 | $3,647+137.6% | $8,520+1.7% | $4,296+101.7% |