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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 | $100,180 | $78,672+27.3% | $109,163-8.2% | $85,856+16.7% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 11.59% | 25.09%-13.5pp | 25.75%-14.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $1,793 | $2,734-34.4% | $3,723-51.8% | $2,565-30.1% |
| Participant deferral / active EE | $3,117 | $3,467-10.1% | $4,654-33.0% | $3,952-21.1% |
| Admin fee / account holder | $1,128 | $5,470-79.4% | $6,754-83.3% | $6,261-82.0% |