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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 | $107,005 | $65,306+63.8% | $238,191-55.1% | $65,306+63.8% |
| Participation rate | 56.3% | 57.7%-1.4pp | 77.1%-20.8pp | 57.7%-1.4pp |
| Annual return | 22.63% | 21.94%+0.7pp | 13.02%+9.6pp | 21.94%+0.7pp |
| Employer contribution / active EE | $3,022 | $1,967+53.6% | $5,082-40.5% | $1,967+53.6% |
| Participant deferral / active EE | $4,565 | $2,959+54.3% | $6,726-32.1% | $2,959+54.3% |
| Admin fee / account holder | $5,202 | $3,480+49.5% | $34,582-85.0% | $3,480+49.5% |