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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 | $116,423 | $76,834+51.5% | $108,359+7.4% | $87,485+33.1% |
| Participation rate | 30.1% | 61.7%-31.6pp | 70.1%-40.0pp | 68.9%-38.8pp |
| Annual return | 24.59% | 19.09%+5.5pp | 36.89%-12.3pp | 26.06%-1.5pp |
| Employer contribution / active EE | $1,360 | $1,556-12.6% | $2,399-43.3% | $2,596-47.6% |
| Participant deferral / active EE | $2,285 | $3,100-26.3% | $4,137-44.8% | $4,274-46.5% |
| Admin fee / account holder | $2,841 | $6,537-56.5% | $9,741-70.8% | $7,775-63.5% |