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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 | $57,590+66.9% | $86,233+11.5% | $82,448+16.6% |
| Participation rate | 38.2% | 57.9%-19.6pp | 69.0%-30.8pp | 68.1%-29.8pp |
| Annual return | 23.06% | 22.41%+0.6pp | 61.39%-38.3pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,037 | $1,655-37.3% | $2,504-58.6% | $2,551-59.3% |
| Participant deferral / active EE | $4,806 | $3,080+56.0% | $4,559+5.4% | $4,139+16.1% |
| Admin fee / account holder | $2,592 | $4,730-45.2% | $8,342-68.9% | $7,234-64.2% |