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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 | $109,133 | $65,712+66.1% | $57,196+90.8% | $273,972-60.2% |
| Participation rate | 65.2% | 78.3%-13.1pp | 75.3%-10.1pp | 83.0%-17.8pp |
| Annual return | 6.85% | 22.01%-15.2pp | 14.59%-7.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,405 | $3,280-26.7% | $2,683-10.4% | $4,869-50.6% |
| Participant deferral / active EE | $3,200 | $3,782-15.4% | $3,096+3.3% | $5,287-39.5% |
| Admin fee / account holder | $3,602 | $4,838-25.5% | $3,141+14.7% | $10,133-64.5% |