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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 | $110,225 | $79,955+37.9% | $98,461+11.9% | $75,173+46.6% |
| Participation rate | 55.2% | 70.4%-15.2pp | 75.2%-20.0pp | 67.2%-12.0pp |
| Annual return | 31.76% | 19.75%+12.0pp | 21.17%+10.6pp | 160.72%-129.0pp |
| Employer contribution / active EE | $1,300 | $2,264-42.6% | $3,049-57.4% | $2,671-51.3% |
| Participant deferral / active EE | $5,271 | $3,752+40.5% | $4,738+11.2% | $4,126+27.7% |
| Admin fee / account holder | $1,328 | $6,841-80.6% | $8,961-85.2% | $5,651-76.5% |