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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 | $93,324 | $46,877+99.1% | $122,354-23.7% | $70,126+33.1% |
| Participation rate | 51.6% | 58.2%-6.6pp | 71.6%-20.0pp | 69.5%-17.9pp |
| Annual return | 15.10% | 24.22%-9.1pp | 30.28%-15.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,179 | $1,288-8.5% | $4,051-70.9% | $2,343-49.7% |
| Participant deferral / active EE | $2,999 | $2,167+38.4% | $3,287-8.8% | $3,332-10.0% |
| Admin fee / account holder | $1,264 | $3,324-62.0% | $5,479-76.9% | $4,645-72.8% |