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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 | $90,054 | $48,076+87.3% | $78,693+14.4% | $62,891+43.2% |
| Participation rate | 61.5% | 65.2%-3.7pp | 73.6%-12.0pp | 69.3%-7.8pp |
| Annual return | 8.23% | 31.35%-23.1pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,847 | $2,015-8.3% | $2,850-35.2% | $2,281-19.0% |
| Participant deferral / active EE | $4,527 | $2,588+74.9% | $3,517+28.7% | $3,203+41.3% |
| Admin fee / account holder | $760 | $3,207-76.3% | $4,511-83.2% | $4,296-82.3% |