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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 | $106,474 | $80,731+31.9% | $103,374+3.0% | $74,546+42.8% |
| Participation rate | 52.1% | 65.7%-13.6pp | 74.5%-22.4pp | 67.2%-15.1pp |
| Annual return | 14.82% | 27.56%-12.7pp | 24.89%-10.1pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,131 | $3,158-32.5% | $3,869-44.9% | $2,624-18.8% |
| Participant deferral / active EE | $4,397 | $3,860+13.9% | $5,058-13.1% | $4,347+1.1% |
| Admin fee / account holder | $1,581 | $2,369-33.2% | $8,394-81.2% | $1,944-18.7% |