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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 | $82,995 | $57,506+44.3% | $67,221+23.5% | $79,858+3.9% |
| Participation rate | 52.0% | 74.3%-22.3pp | 79.4%-27.4pp | 69.6%-17.6pp |
| Annual return | 17.65% | 18.46%-0.8pp | 20.72%-3.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $4,042 | $2,961+36.5% | $3,723+8.6% | $2,471+63.6% |
| Participant deferral / active EE | $1,783 | $3,508-49.2% | $4,384-59.3% | $3,740-52.3% |
| Admin fee / account holder | $12,955 | $4,029+221.6% | $5,844+121.7% | $5,306+144.2% |