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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 | $114,424 | $45,050+154.0% | $63,018+81.6% | $70,126+63.2% |
| Participation rate | 57.1% | 69.5%-12.4pp | 74.8%-17.7pp | 69.5%-12.4pp |
| Annual return | 15.29% | 18.76%-3.5pp | 87.62%-72.3pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,095 | $2,052+50.8% | $2,761+12.1% | $2,343+32.1% |
| Participant deferral / active EE | $3,380 | $2,466+37.1% | $3,330+1.5% | $3,332+1.5% |
| Admin fee / account holder | $2,377 | $2,834-16.1% | $3,601-34.0% | $4,645-48.8% |