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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 | $93,906 | $39,132+140.0% | $57,196+64.2% | $62,881+49.3% |
| Participation rate | 60.3% | 70.5%-10.2pp | 75.3%-15.0pp | 69.3%-9.0pp |
| Annual return | 8.76% | 9.24%-0.5pp | 14.59%-5.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,795 | $1,874-4.2% | $2,683-33.1% | $2,281-21.3% |
| Participant deferral / active EE | $3,705 | $2,374+56.1% | $3,096+19.7% | $3,203+15.7% |
| Admin fee / account holder | $18,339 | $2,594+607.0% | $3,141+483.9% | $4,296+326.9% |