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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 | $85,587 | $49,255+73.8% | $70,494+21.4% | $79,856+7.2% |
| Participation rate | 58.8% | 69.2%-10.3pp | 75.1%-16.2pp | 69.6%-10.8pp |
| Annual return | 11.36% | 30.10%-18.7pp | 109.16%-97.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,056 | $2,100-49.7% | $2,738-61.4% | $2,471-57.3% |
| Participant deferral / active EE | $2,433 | $2,768-12.1% | $3,711-34.4% | $3,741-34.9% |
| Admin fee / account holder | $4,880 | $2,879+69.5% | $3,848+26.8% | $5,306-8.0% |