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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 | $99,966 | $73,978+35.1% | $96,515+3.6% | $75,173+33.0% |
| Participation rate | 54.3% | 66.4%-12.1pp | 74.3%-20.0pp | 67.2%-12.9pp |
| Annual return | 17.78% | 26.72%-8.9pp | 35.73%-17.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,537 | $2,931-47.6% | $3,740-58.9% | $2,671-42.5% |
| Participant deferral / active EE | $2,702 | $3,660-26.2% | $4,880-44.6% | $4,126-34.5% |
| Admin fee / account holder | $1,393 | $5,219-73.3% | $6,735-79.3% | $5,651-75.3% |