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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 | $98,801 | $77,814+27.0% | $158,223-37.6% | $86,983+13.6% |
| Participation rate | 59.5% | 68.4%-9.0pp | 79.2%-19.7pp | 69.5%-10.1pp |
| Annual return | 14.44% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $2,933 | $2,592+13.1% | $4,109-28.6% | $2,584+13.5% |
| Participant deferral / active EE | $4,958 | $3,270+51.6% | $5,467-9.3% | $4,194+18.2% |
| Admin fee / account holder | $19,525 | $5,879+232.1% | $16,047+21.7% | $7,856+148.5% |