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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 | $103,661 | $91,179+13.7% | $178,499-41.9% | $79,852+29.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.4pp |
| Annual return | 10.20% | 24.19%-14.0pp | 151.10%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,691 | $3,256-48.1% | $5,011-66.3% | $2,471-31.6% |
| Participant deferral / active EE | $3,021 | $3,236-6.6% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $23,282 | $6,749+245.0% | $13,986+66.5% | $5,306+338.8% |