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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 | $102,819 | $91,179+12.8% | $178,499-42.4% | $79,852+28.8% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 13.17% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,283 | $3,256-60.6% | $5,011-74.4% | $2,471-48.1% |
| Participant deferral / active EE | $3,419 | $3,236+5.7% | $5,202-34.3% | $3,740-8.6% |
| Admin fee / account holder | $7,595 | $6,749+12.5% | $13,986-45.7% | $5,306+43.1% |