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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 | $81,331+19.7% | $155,534-37.4% | $80,935+20.2% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 23.29% | 33.37%-10.1pp | 64.92%-41.6pp | 35.66%-12.4pp |
| Employer contribution / active EE | $1,973 | $3,105-36.5% | $4,675-57.8% | $2,757-28.4% |
| Participant deferral / active EE | $2,623 | $3,454-24.1% | $5,630-53.4% | $4,299-39.0% |
| Admin fee / account holder | $430 | $7,999-94.6% | $15,900-97.3% | $6,924-93.8% |