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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 | $98,399 | $78,015+26.1% | $178,505-44.9% | $80,959+21.5% |
| Participation rate | 47.1% | 65.7%-18.5pp | 77.1%-30.0pp | 67.7%-20.5pp |
| Annual return | 23.38% | 18.10%+5.3pp | 27.16%-3.8pp | 35.67%-12.3pp |
| Employer contribution / active EE | $2,106 | $2,281-7.7% | $3,955-46.8% | $2,757-23.6% |
| Participant deferral / active EE | $4,140 | $4,406-6.0% | $6,280-34.1% | $4,300-3.7% |
| Admin fee / account holder | $466 | $7,160-93.5% | $10,428-95.5% | $6,925-93.3% |