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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 | $92,240 | $67,602+36.4% | $82,312+12.1% | $70,126+31.5% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%0pp |
| Annual return | 14.76% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $817 | $1,755-53.5% | $2,428-66.4% | $2,343-65.1% |
| Participant deferral / active EE | $1,576 | $2,987-47.2% | $3,706-57.5% | $3,332-52.7% |
| Admin fee / account holder | $8,051 | $4,512+78.4% | $5,608+43.6% | $4,645+73.3% |