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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 | $114,860 | $73,978+55.3% | $96,515+19.0% | $75,173+52.8% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 17.92% | 26.72%-8.8pp | 35.73%-17.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,588 | $2,931-45.8% | $3,740-57.5% | $2,671-40.5% |
| Participant deferral / active EE | $1,799 | $3,660-50.9% | $4,880-63.1% | $4,126-56.4% |
| Admin fee / account holder | $469 | $5,219-91.0% | $6,735-93.0% | $5,651-91.7% |