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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 | $96,627 | $39,132+146.9% | $57,196+68.9% | $62,881+53.7% |
| Participation rate | 56.3% | 70.5%-14.2pp | 75.3%-19.1pp | 69.3%-13.1pp |
| Annual return | 7.97% | 9.24%-1.3pp | 14.59%-6.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,174 | $1,874+69.4% | $2,683+18.3% | $2,281+39.2% |
| Participant deferral / active EE | $3,184 | $2,374+34.1% | $3,096+2.8% | $3,203-0.6% |
| Admin fee / account holder | $629 | $2,594-75.7% | $3,141-80.0% | $4,296-85.4% |