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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 | $107,722 | $43,344+148.5% | $59,899+79.8% | $64,173+67.9% |
| Participation rate | 57.6% | 69.2%-11.6pp | 74.7%-17.1pp | 69.6%-12.0pp |
| Annual return | 8.93% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,640 | $2,030-19.2% | $2,723-39.8% | $2,381-31.1% |
| Participant deferral / active EE | $2,681 | $2,547+5.2% | $3,402-21.2% | $3,470-22.7% |
| Admin fee / account holder | $3,513 | $3,008+16.8% | $3,592-2.2% | $4,887-28.1% |