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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 | $99,027 | $49,177+101.4% | $79,466+24.6% | $64,173+54.3% |
| Participation rate | 62.3% | 65.0%-2.7pp | 73.3%-11.0pp | 69.6%-7.2pp |
| Annual return | 13.47% | -1.16%+14.6pp | 718.28%-704.8pp | 7.63%+5.8pp |
| Employer contribution / active EE | $255 | $2,076-87.7% | $2,800-90.9% | $2,381-89.3% |
| Participant deferral / active EE | $2,072 | $2,821-26.6% | $3,704-44.1% | $3,470-40.3% |
| Admin fee / account holder | $4,506 | $3,839+17.4% | $5,104-11.7% | $4,887-7.8% |