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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 | $80,993 | $39,132+107.0% | $57,196+41.6% | $62,881+28.8% |
| Participation rate | 55.9% | 70.5%-14.6pp | 75.3%-19.5pp | 69.3%-13.4pp |
| Annual return | 6.33% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,397 | $1,874+27.9% | $2,683-10.6% | $2,281+5.1% |
| Participant deferral / active EE | $4,419 | $2,374+86.1% | $3,096+42.7% | $3,203+38.0% |
| Admin fee / account holder | $452 | $2,594-82.6% | $3,141-85.6% | $4,296-89.5% |