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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 | $93,441 | $76,407+22.3% | $150,298-37.8% | $82,448+13.3% |
| Participation rate | 63.9% | 66.4%-2.5pp | 77.8%-13.9pp | 68.1%-4.2pp |
| Annual return | 14.87% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $834 | $2,614-68.1% | $4,154-79.9% | $2,551-67.3% |
| Participant deferral / active EE | $5,204 | $3,214+61.9% | $5,453-4.6% | $4,139+25.7% |
| Admin fee / account holder | $2,475 | $6,352-61.0% | $14,116-82.5% | $7,234-65.8% |