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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 | $95,560 | $45,082+112.0% | $69,464+37.6% | $72,975+30.9% |
| Participation rate | 55.6% | 68.5%-12.9pp | 74.6%-19.0pp | 69.5%-13.9pp |
| Annual return | 5.69% | 22.66%-17.0pp | 28.98%-23.3pp | 81.01%-75.3pp |
| Employer contribution / active EE | $4,473 | $2,055+117.6% | $2,779+60.9% | $2,440+83.3% |
| Participant deferral / active EE | $1,106 | $2,604-57.5% | $3,536-68.7% | $3,608-69.3% |
| Admin fee / account holder | $7,541 | $3,057+146.7% | $3,840+96.4% | $5,124+47.2% |