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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 | $84,873 | $65,712+29.2% | $57,196+48.4% | $273,972-69.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 6.25% | 22.01%-15.8pp | 14.59%-8.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,759 | $3,280+14.6% | $2,683+40.1% | $4,869-22.8% |
| Participant deferral / active EE | $8,217 | $3,782+117.3% | $3,096+165.4% | $5,287+55.4% |
| Admin fee / account holder | $960 | $4,838-80.2% | $3,141-69.4% | $10,133-90.5% |