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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 | $84,929 | $58,627+44.9% | $76,735+10.7% | $82,448+3.0% |
| Participation rate | 48.0% | 63.2%-15.2pp | 69.5%-21.5pp | 68.1%-20.1pp |
| Annual return | 14.33% | 39.10%-24.8pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,586 | $1,729+107.4% | $2,454+46.1% | $2,551+40.6% |
| Participant deferral / active EE | $7,268 | $3,134+132.0% | $4,088+77.8% | $4,139+75.6% |
| Admin fee / account holder | $1,542 | $5,323-71.0% | $7,189-78.5% | $7,234-78.7% |