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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 | $102,761 | $73,988+38.9% | $96,538+6.4% | $75,177+36.7% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 14.88% | 26.73%-11.8pp | 35.74%-20.9pp | 160.75%-145.9pp |
| Employer contribution / active EE | $2,472 | $2,930-15.6% | $3,740-33.9% | $2,671-7.4% |
| Participant deferral / active EE | $5,771 | $3,660+57.7% | $4,880+18.2% | $4,126+39.9% |
| Admin fee / account holder | $1,807 | $5,220-65.4% | $6,737-73.2% | $5,651-68.0% |