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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 | $108,470 | $60,349+79.7% | $74,184+46.2% | $62,881+72.5% |
| Participation rate | 67.2% | 72.7%-5.5pp | 76.6%-9.4pp | 69.3%-2.1pp |
| Annual return | 6.19% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $930 | $1,680-44.6% | $2,370-60.7% | $2,281-59.2% |
| Participant deferral / active EE | $3,482 | $2,856+21.9% | $3,550-1.9% | $3,203+8.7% |
| Admin fee / account holder | $20,457 | $4,261+380.1% | $5,586+266.2% | $4,296+376.2% |