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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 | $122,565 | $88,707+38.2% | $74,184+65.2% | $273,972-55.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,940 | $3,159-38.6% | $2,370-18.1% | $4,869-60.2% |
| Participant deferral / active EE | $5,878 | $4,212+39.6% | $3,550+65.6% | $5,287+11.2% |
| Admin fee / account holder | $697 | $8,717-92.0% | $5,586-87.5% | $10,133-93.1% |