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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 | $109,016 | $76,371+42.7% | $93,621+16.4% | $72,975+49.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 21.07% | 25.82%-4.8pp | 32.76%-11.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $523 | $2,276-77.0% | $2,719-80.7% | $2,440-78.5% |
| Participant deferral / active EE | $1,438 | $3,538-59.3% | $4,070-64.7% | $3,608-60.1% |
| Admin fee / account holder | $3,520 | $6,839-48.5% | $7,890-55.4% | $5,124-31.3% |