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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 | $127,851 | $45,041+183.9% | $63,003+102.9% | $70,131+82.3% |
| Participation rate | 56.7% | 69.5%-12.9pp | 74.8%-18.1pp | 69.5%-12.9pp |
| Annual return | 20.25% | 18.76%+1.5pp | 87.59%-67.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,408 | $2,052+17.4% | $2,760-12.7% | $2,342+2.8% |
| Participant deferral / active EE | $3,050 | $2,465+23.7% | $3,329-8.4% | $3,332-8.4% |
| Admin fee / account holder | $1,280 | $2,836-54.8% | $3,600-64.4% | $4,645-72.4% |