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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 | $89,673 | $60,349+48.6% | $74,184+20.9% | $62,881+42.6% |
| Participation rate | 66.1% | 72.7%-6.6pp | 76.6%-10.5pp | 69.3%-3.2pp |
| Annual return | 21.77% | 21.38%+0.4pp | 17.74%+4.0pp | 20.14%+1.6pp |
| Employer contribution / active EE | $1,187 | $1,680-29.3% | $2,370-49.9% | $2,281-47.9% |
| Participant deferral / active EE | $2,680 | $2,856-6.2% | $3,550-24.5% | $3,203-16.3% |
| Admin fee / account holder | $12,056 | $4,261+182.9% | $5,586+115.8% | $4,296+180.6% |