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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 | $104,245 | $56,894+83.2% | $84,753+23.0% | $62,881+65.8% |
| Participation rate | 34.2% | 68.5%-34.3pp | 76.6%-42.4pp | 69.3%-35.1pp |
| Annual return | 8.19% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,010 | $2,400-57.9% | $3,574-71.7% | $2,281-55.7% |
| Participant deferral / active EE | $1,298 | $2,709-52.1% | $3,712-65.0% | $3,203-59.5% |
| Admin fee / account holder | $1,014 | $3,581-71.7% | $5,333-81.0% | $4,296-76.4% |