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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 | $99,537 | $73,955+34.6% | $96,520+3.1% | $75,181+32.4% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | 18.85% | 26.72%-7.9pp | 35.72%-16.9pp | 160.69%-141.8pp |
| Employer contribution / active EE | $2,591 | $2,930-11.6% | $3,739-30.7% | $2,671-3.0% |
| Participant deferral / active EE | $4,462 | $3,659+21.9% | $4,879-8.5% | $4,126+8.1% |
| Admin fee / account holder | $1,357 | $5,217-74.0% | $6,733-79.8% | $5,650-76.0% |