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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 | $108,383 | $78,705+37.7% | $117,860-8.0% | $70,124+54.6% |
| Participation rate | 62.4% | 73.2%-10.8pp | 79.7%-17.3pp | 69.5%-7.2pp |
| Annual return | 19.94% | 23.30%-3.4pp | 335.10%-315.2pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,688 | $2,223-24.1% | $3,786-55.4% | $2,342-27.9% |
| Participant deferral / active EE | $2,025 | $3,297-38.6% | $4,482-54.8% | $3,332-39.2% |
| Admin fee / account holder | $2,494 | $5,065-50.8% | $8,021-68.9% | $4,645-46.3% |