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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 | $88,439 | $48,337+83.0% | $67,560+30.9% | $80,959+9.2% |
| Participation rate | 56.3% | 66.4%-10.2pp | 72.9%-16.7pp | 67.7%-11.4pp |
| Annual return | 17.91% | 18.26%-0.4pp | 3533.50%-3515.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,287 | $2,023-36.4% | $2,737-53.0% | $2,757-53.3% |
| Participant deferral / active EE | $3,117 | $2,928+6.4% | $4,004-22.2% | $4,300-27.5% |
| Admin fee / account holder | $6,847 | $3,695+85.3% | $3,994+71.4% | $6,925-1.1% |