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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 | $102,815 | $63,365+62.3% | $91,994+11.8% | $72,975+40.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 78.6%-16.1pp | 69.5%-7.0pp |
| Annual return | 21.15% | 35.35%-14.2pp | 69.04%-47.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $5,025 | $2,116+137.5% | $3,453+45.5% | $2,440+105.9% |
| Participant deferral / active EE | $4,590 | $4,883-6.0% | $5,924-22.5% | $3,608+27.2% |
| Admin fee / account holder | $3,509 | $4,670-24.9% | $7,744-54.7% | $5,124-31.5% |