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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 | $76,825 | $43,338+77.3% | $59,887+28.3% | $64,173+19.7% |
| Participation rate | 59.3% | 69.2%-9.9pp | 74.7%-15.4pp | 69.6%-10.3pp |
| Annual return | 10.61% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $4,576 | $2,030+125.4% | $2,722+68.1% | $2,381+92.2% |
| Participant deferral / active EE | $1,374 | $2,547-46.1% | $3,402-59.6% | $3,470-60.4% |
| Admin fee / account holder | $2,145 | $3,007-28.7% | $3,591-40.3% | $4,887-56.1% |