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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 | $97,319 | $81,233+19.8% | $155,567-37.4% | $80,874+20.3% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 23.29% | 33.33%-10.0pp | 64.74%-41.4pp | 35.62%-12.3pp |
| Employer contribution / active EE | $1,973 | $3,101-36.4% | $4,674-57.8% | $2,756-28.4% |
| Participant deferral / active EE | $2,623 | $3,452-24.0% | $5,628-53.4% | $4,297-39.0% |
| Admin fee / account holder | $430 | $7,998-94.6% | $15,916-97.3% | $6,935-93.8% |