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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 | $82,748 | $41,377+100.0% | $109,313-24.3% | $62,881+31.6% |
| Participation rate | 67.9% | 57.5%+10.3pp | 71.3%-3.4pp | 69.3%-1.4pp |
| Annual return | 6.67% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,648 | $1,276+185.9% | $3,892-6.3% | $2,281+59.9% |
| Participant deferral / active EE | $3,486 | $2,045+70.5% | $3,166+10.1% | $3,203+8.8% |
| Admin fee / account holder | $12,085 | $2,884+319.0% | $5,666+113.3% | $4,296+181.3% |