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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 | $93,018 | $77,638+19.8% | $156,551-40.6% | $62,881+47.9% |
| Participation rate | 21.2% | 71.2%-50.0pp | 84.0%-62.8pp | 69.3%-48.1pp |
| Annual return | 5.20% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,070 | $3,444-39.9% | $5,501-62.4% | $2,281-9.2% |
| Participant deferral / active EE | $3,455 | $3,046+13.4% | $4,871-29.1% | $3,203+7.9% |
| Admin fee / account holder | $789 | $5,561-85.8% | $13,028-93.9% | $4,296-81.6% |