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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 | $129,103 | $81,487+58.4% | $102,412+26.1% | $80,935+59.5% |
| Participation rate | 58.9% | 66.8%-7.9pp | 74.5%-15.6pp | 67.7%-8.7pp |
| Annual return | 15.01% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,102 | $3,103-32.2% | $3,870-45.7% | $2,757-23.7% |
| Participant deferral / active EE | $2,823 | $3,871-27.1% | $5,060-44.2% | $4,299-34.4% |
| Admin fee / account holder | $2,313 | $6,717-65.6% | $8,388-72.4% | $6,924-66.6% |