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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 | $118,248 | $60,349+95.9% | $74,184+59.4% | $62,881+88.1% |
| Participation rate | 53.6% | 72.7%-19.2pp | 76.6%-23.0pp | 69.3%-15.7pp |
| Annual return | 5.09% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,806 | $1,680+7.5% | $2,370-23.8% | $2,281-20.8% |
| Participant deferral / active EE | $3,285 | $2,856+15.0% | $3,550-7.5% | $3,203+2.5% |
| Admin fee / account holder | $4,921 | $4,261+15.5% | $5,586-11.9% | $4,296+14.6% |