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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 | $99,508 | $65,361+52.2% | $92,903+7.1% | $72,983+36.3% |
| Participation rate | 46.6% | 68.3%-21.7pp | 76.0%-29.4pp | 69.5%-22.9pp |
| Annual return | 20.72% | 42.11%-21.4pp | 109.43%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,637 | $2,594-36.9% | $3,653-55.2% | $2,440-32.9% |
| Participant deferral / active EE | $2,704 | $3,128-13.6% | $4,238-36.2% | $3,608-25.0% |
| Admin fee / account holder | $1,640 | $4,251-61.4% | $5,795-71.7% | $5,124-68.0% |