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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 | $94,796 | $40,264+135.4% | $57,349+65.3% | $59,633+59.0% |
| Participation rate | 69.2% | 69.2%+0.1pp | 75.1%-5.9pp | 68.7%+0.6pp |
| Annual return | 1.26% | 27.51%-26.3pp | 24.40%-23.1pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $589 | $1,922-69.4% | $2,689-78.1% | $2,203-73.3% |
| Participant deferral / active EE | $2,379 | $2,400-0.9% | $3,162-24.8% | $3,192-25.5% |
| Admin fee / account holder | $516 | $2,819-81.7% | $3,356-84.6% | $4,297-88.0% |