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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 | $101,271 | $45,050+124.8% | $63,018+60.7% | $70,126+44.4% |
| Participation rate | 67.3% | 69.5%-2.2pp | 74.8%-7.5pp | 69.5%-2.3pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.62%-76.3pp | 73.15%-61.9pp |
| Employer contribution / active EE | $3,483 | $2,052+69.8% | $2,761+26.2% | $2,343+48.7% |
| Participant deferral / active EE | $1,899 | $2,466-23.0% | $3,330-43.0% | $3,332-43.0% |
| Admin fee / account holder | $1,086 | $2,834-61.7% | $3,601-69.8% | $4,645-76.6% |