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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 | $107,035 | $89,364+19.8% | $141,177-24.2% | $72,983+46.7% |
| Participation rate | 65.9% | 75.1%-9.2pp | 82.5%-16.5pp | 69.5%-3.6pp |
| Annual return | 21.47% | 111.86%-90.4pp | 71.40%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $991 | $3,115-68.2% | $4,736-79.1% | $2,440-59.4% |
| Participant deferral / active EE | $4,069 | $5,419-24.9% | $6,710-39.4% | $3,608+12.8% |
| Admin fee / account holder | $2,025 | $5,959-66.0% | $10,263-80.3% | $5,124-60.5% |