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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 | $96,123 | $60,442+59.0% | $96,754-0.7% | $87,485+9.9% |
| Participation rate | 38.2% | 58.7%-20.5pp | 70.3%-32.0pp | 68.9%-30.7pp |
| Annual return | 23.06% | 21.97%+1.1pp | 82.04%-59.0pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,037 | $1,691-38.6% | $2,679-61.3% | $2,596-60.0% |
| Participant deferral / active EE | $4,806 | $3,280+46.5% | $4,758+1.0% | $4,274+12.5% |
| Admin fee / account holder | $2,592 | $5,069-48.9% | $8,905-70.9% | $7,775-66.7% |