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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 | $95,205 | $71,215+33.7% | $93,696+1.6% | $80,935+17.6% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.2pp | 67.7%-15.1pp |
| Annual return | 13.22% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $673 | $1,565-57.0% | $2,422-72.2% | $2,757-75.6% |
| Participant deferral / active EE | $4,123 | $4,037+2.2% | $4,417-6.6% | $4,299-4.1% |
| Admin fee / account holder | $17,525 | $6,958+151.9% | $8,287+111.5% | $6,924+153.1% |