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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 | $83,341 | $43,344+92.3% | $59,899+39.1% | $64,173+29.9% |
| Participation rate | 55.9% | 69.2%-13.3pp | 74.7%-18.8pp | 69.6%-13.7pp |
| Annual return | 7.95% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,453 | $2,030-28.4% | $2,723-46.6% | $2,381-39.0% |
| Participant deferral / active EE | $2,912 | $2,547+14.3% | $3,402-14.4% | $3,470-16.1% |
| Admin fee / account holder | $2,293 | $3,008-23.8% | $3,592-36.2% | $4,887-53.1% |