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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 | $86,932 | $77,638+12.0% | $156,552-44.5% | $62,881+38.2% |
| Participation rate | 64.3% | 71.2%-6.9pp | 84.0%-19.7pp | 69.3%-5.0pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,342 | $3,444-61.0% | $5,501-75.6% | $2,281-41.1% |
| Participant deferral / active EE | $2,758 | $3,046-9.4% | $4,871-43.4% | $3,203-13.9% |
| Admin fee / account holder | $3,749 | $5,561-32.6% | $13,028-71.2% | $4,296-12.7% |