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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 | $108,336 | $45,079+140.3% | $69,461+56.0% | $72,983+48.4% |
| Participation rate | 61.1% | 68.5%-7.4pp | 74.6%-13.5pp | 69.5%-8.4pp |
| Annual return | 6.18% | 22.65%-16.5pp | 28.97%-22.8pp | 81.01%-74.8pp |
| Employer contribution / active EE | $7,401 | $2,055+260.2% | $2,779+166.3% | $2,440+203.3% |
| Participant deferral / active EE | $8,660 | $2,603+232.7% | $3,536+144.9% | $3,608+140.0% |
| Admin fee / account holder | $13,821 | $3,056+352.3% | $3,840+260.0% | $5,124+169.7% |