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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 | $103,057 | $54,541+89.0% | $78,778+30.8% | $70,126+47.0% |
| Participation rate | 65.2% | 60.8%+4.4pp | 69.2%-4.0pp | 69.5%-4.4pp |
| Annual return | 16.39% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $606 | $1,089-44.3% | $1,986-69.5% | $2,343-74.1% |
| Participant deferral / active EE | $1,141 | $2,210-48.4% | $2,958-61.4% | $3,332-65.8% |
| Admin fee / account holder | $2,984 | $3,709-19.5% | $5,134-41.9% | $4,645-35.8% |