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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 | $85,383 | $49,255+73.3% | $70,494+21.1% | $79,856+6.9% |
| Participation rate | 60.2% | 69.2%-8.9pp | 75.1%-14.8pp | 69.6%-9.4pp |
| Annual return | 14.99% | 30.10%-15.1pp | 109.16%-94.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,017 | $2,100-4.0% | $2,738-26.3% | $2,471-18.4% |
| Participant deferral / active EE | $3,267 | $2,768+18.0% | $3,711-12.0% | $3,741-12.7% |
| Admin fee / account holder | $1,068 | $2,879-62.9% | $3,848-72.2% | $5,306-79.9% |