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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 | $99,070 | $71,230+39.1% | $93,727+5.7% | $80,959+22.4% |
| Participation rate | 31.7% | 60.4%-28.6pp | 68.7%-37.0pp | 67.7%-35.9pp |
| Annual return | 12.29% | 11.26%+1.0pp | 133.83%-121.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,493 | $1,565-4.6% | $2,421-38.3% | $2,757-45.9% |
| Participant deferral / active EE | $2,667 | $4,037-33.9% | $4,417-39.6% | $4,300-38.0% |
| Admin fee / account holder | $4,269 | $6,961-38.7% | $8,292-48.5% | $6,925-38.4% |