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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 | $117,224 | $56,894+106.0% | $84,753+38.3% | $62,881+86.4% |
| Participation rate | 20.0% | 68.5%-48.5pp | 76.6%-56.6pp | 69.3%-49.3pp |
| Annual return | 5.92% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,700 | $2,400-29.2% | $3,574-52.5% | $2,281-25.5% |
| Participant deferral / active EE | $2,407 | $2,709-11.2% | $3,712-35.2% | $3,203-24.9% |
| Admin fee / account holder | $3,973 | $3,581+10.9% | $5,333-25.5% | $4,296-7.5% |