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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 | $97,488 | $72,492+34.5% | $87,104+11.9% | $72,975+33.6% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 34.82% | 24.46%+10.4pp | 28.19%+6.6pp | 81.01%-46.2pp |
| Employer contribution / active EE | $1,266 | $1,894-33.2% | $2,521-49.8% | $2,440-48.1% |
| Participant deferral / active EE | $2,513 | $3,270-23.1% | $4,048-37.9% | $3,608-30.4% |
| Admin fee / account holder | $1,672 | $5,055-66.9% | $7,491-77.7% | $5,124-67.4% |