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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 | $84,037 | $45,087+86.4% | $69,483+20.9% | $72,976+15.2% |
| Participation rate | 60.7% | 68.5%-7.8pp | 74.6%-13.9pp | 69.5%-8.8pp |
| Annual return | 20.49% | 22.67%-2.2pp | 28.99%-8.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,264 | $2,055-38.5% | $2,780-54.5% | $2,440-48.2% |
| Participant deferral / active EE | $2,324 | $2,603-10.7% | $3,537-34.3% | $3,608-35.6% |
| Admin fee / account holder | $10,565 | $3,057+245.6% | $3,841+175.1% | $5,124+106.2% |