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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 | $83,676 | $39,162+113.7% | $100,671-16.9% | $59,633+40.3% |
| Participation rate | 34.9% | 55.9%-21.0pp | 70.7%-35.8pp | 68.7%-33.8pp |
| Annual return | 3.60% | 21.07%-17.5pp | 20.43%-16.8pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $1,316 | $1,151+14.4% | $4,012-67.2% | $2,203-40.3% |
| Participant deferral / active EE | $1,545 | $1,992-22.4% | $3,144-50.8% | $3,192-51.6% |
| Admin fee / account holder | $1,354 | $2,969-54.4% | $4,850-72.1% | $4,297-68.5% |