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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 | $95,268 | $58,726+62.2% | $92,240+3.3% | $62,293+52.9% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 16.48% | 43.62%-27.1pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,644 | $2,392-31.3% | $3,680-55.3% | $2,042-19.5% |
| Participant deferral / active EE | $3,148 | $2,766+13.8% | $3,897-19.2% | $3,169-0.7% |
| Admin fee / account holder | $2,428 | $556+336.4% | $5,194-53.3% | $479+406.6% |