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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 | $126,474 | $87,132+45.2% | $105,624+19.7% | $80,959+56.2% |
| Participation rate | 62.7% | 70.4%-7.7pp | 75.3%-12.6pp | 67.7%-5.0pp |
| Annual return | 10.77% | 17.03%-6.3pp | 116.20%-105.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $795 | $2,397-66.8% | $3,168-74.9% | $2,757-71.2% |
| Participant deferral / active EE | $4,182 | $3,985+4.9% | $5,013-16.6% | $4,300-2.8% |
| Admin fee / account holder | $5,399 | $8,449-36.1% | $10,961-50.7% | $6,925-22.0% |