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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 | $112,837 | $45,050+150.5% | $63,018+79.1% | $70,126+60.9% |
| Participation rate | 44.6% | 69.5%-24.9pp | 74.8%-30.2pp | 69.5%-24.9pp |
| Annual return | 14.38% | 18.76%-4.4pp | 87.62%-73.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,279 | $2,052-37.6% | $2,761-53.7% | $2,343-45.4% |
| Participant deferral / active EE | $3,047 | $2,466+23.6% | $3,330-8.5% | $3,332-8.5% |
| Admin fee / account holder | $6,119 | $2,834+115.9% | $3,601+69.9% | $4,645+31.7% |