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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 | $100,291 | $41,150+143.7% | $80,607+24.4% | $71,495+40.3% |
| Participation rate | 31.5% | 50.3%-18.7pp | 67.0%-35.5pp | 67.9%-36.4pp |
| Annual return | 17.80% | 38.48%-20.7pp | 936.11%-918.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,594 | $1,515+5.2% | $2,724-41.5% | $2,589-38.5% |
| Participant deferral / active EE | $3,285 | $2,701+21.6% | $4,448-26.1% | $4,291-23.4% |
| Admin fee / account holder | $1,622 | $1,841-11.9% | $5,379-69.8% | $1,588+2.2% |