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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 | $120,111 | $50,958+135.7% | $74,552+61.1% | $64,181+87.1% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.1%-6.4pp | 69.6%-6.8pp |
| Annual return | 2.63% | -1.86%+4.5pp | 32.53%-29.9pp | 7.63%-5.0pp |
| Employer contribution / active EE | $1,012 | $1,115-9.3% | $1,961-48.4% | $2,381-57.5% |
| Participant deferral / active EE | $1,982 | $2,301-13.9% | $3,108-36.2% | $3,470-42.9% |
| Admin fee / account holder | $3,392 | $4,223-19.7% | $5,060-33.0% | $4,887-30.6% |