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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 | $81,103 | $46,877+73.0% | $122,354-33.7% | $70,126+15.7% |
| Participation rate | 65.3% | 58.2%+7.1pp | 71.6%-6.3pp | 69.5%-4.2pp |
| Annual return | 17.95% | 24.22%-6.3pp | 30.28%-12.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,776 | $1,288+37.8% | $4,051-56.2% | $2,343-24.2% |
| Participant deferral / active EE | $3,716 | $2,167+71.5% | $3,287+13.1% | $3,332+11.5% |
| Admin fee / account holder | $7,006 | $3,324+110.8% | $5,479+27.9% | $4,645+50.8% |