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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 | $98,017 | $103,949-5.7% | $69,182+41.7% | $273,972-64.2% |
| Participation rate | 57.9% | 67.4%-9.5pp | 55.1%+2.8pp | 83.0%-25.1pp |
| Annual return | 9.04% | 35.28%-26.2pp | -21.93%+31.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,797 | $1,783+56.9% | $1,206+131.9% | $4,869-42.5% |
| Participant deferral / active EE | $3,172 | $2,716+16.8% | $1,897+67.2% | $5,287-40.0% |
| Admin fee / account holder | $590 | $3,671-83.9% | $2,697-78.1% | $10,133-94.2% |