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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 | $94,331 | $36,948+155.3% | $73,658+28.1% | $87,485+7.8% |
| Participation rate | 31.3% | 46.8%-15.6pp | 57.0%-25.8pp | 68.9%-37.7pp |
| Annual return | 19.76% | 28.64%-8.9pp | 29.72%-10.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $710 | $670+6.0% | $1,032-31.2% | $2,596-72.6% |
| Participant deferral / active EE | $3,236 | $1,379+134.6% | $2,062+56.9% | $4,274-24.3% |
| Admin fee / account holder | $1,912 | $2,531-24.5% | $3,357-43.0% | $7,775-75.4% |