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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 | $108,454 | $45,087+140.5% | $69,483+56.1% | $72,976+48.6% |
| Participation rate | 43.7% | 68.5%-24.8pp | 74.6%-30.9pp | 69.5%-25.8pp |
| Annual return | 7.35% | 22.67%-15.3pp | 28.99%-21.6pp | 81.02%-73.7pp |
| Employer contribution / active EE | $2,876 | $2,055+39.9% | $2,780+3.5% | $2,440+17.9% |
| Participant deferral / active EE | $2,958 | $2,603+13.6% | $3,537-16.4% | $3,608-18.0% |
| Admin fee / account holder | $9,444 | $3,057+208.9% | $3,841+145.9% | $5,124+84.3% |