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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 | $92,834 | $78,423+18.4% | $95,964-3.3% | $79,856+16.3% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.1pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.64%-80.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,235 | $1,945-36.5% | $2,541-51.4% | $2,471-50.0% |
| Participant deferral / active EE | $2,395 | $3,440-30.4% | $4,167-42.5% | $3,741-36.0% |
| Admin fee / account holder | $444 | $5,622-92.1% | $6,797-93.5% | $5,306-91.6% |