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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 | $98,999 | $43,344+128.4% | $59,899+65.3% | $64,173+54.3% |
| Participation rate | 49.4% | 69.2%-19.7pp | 74.7%-25.3pp | 69.6%-20.1pp |
| Annual return | 9.23% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,880 | $2,030+41.9% | $2,723+5.8% | $2,381+21.0% |
| Participant deferral / active EE | $2,934 | $2,547+15.2% | $3,402-13.8% | $3,470-15.4% |
| Admin fee / account holder | $1,271 | $3,008-57.7% | $3,592-64.6% | $4,887-74.0% |