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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 | $45,050+183.8% | $63,018+102.9% | $70,126+82.3% |
| Participation rate | 56.7% | 69.5%-12.8pp | 74.8%-18.1pp | 69.5%-12.9pp |
| Annual return | 20.25% | 18.76%+1.5pp | 87.62%-67.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,408 | $2,052+17.4% | $2,761-12.8% | $2,343+2.8% |
| Participant deferral / active EE | $3,050 | $2,466+23.7% | $3,330-8.4% | $3,332-8.4% |
| Admin fee / account holder | $1,280 | $2,834-54.8% | $3,601-64.4% | $4,645-72.4% |