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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 | $97,810 | $54,757+78.6% | $90,287+8.3% | $72,986+34.0% |
| Participation rate | 60.0% | 65.1%-5.1pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 23.01% | 30.63%-7.6pp | 78.10%-55.1pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,638 | $2,092+26.1% | $2,855-7.6% | $2,440+8.1% |
| Participant deferral / active EE | $3,383 | $2,887+17.2% | $3,885-12.9% | $3,607-6.2% |
| Admin fee / account holder | $17,630 | $3,972+343.9% | $5,351+229.4% | $5,124+244.0% |