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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 | $102,491 | $76,642+33.7% | $146,866-30.2% | $65,306+56.9% |
| Participation rate | 23.4% | 61.2%-37.8pp | 82.5%-59.1pp | 57.7%-34.3pp |
| Annual return | 14.73% | 33.40%-18.7pp | 102.85%-88.1pp | 21.94%-7.2pp |
| Employer contribution / active EE | $683 | $2,621-74.0% | $4,425-84.6% | $1,967-65.3% |
| Participant deferral / active EE | $1,238 | $4,864-74.6% | $7,759-84.1% | $2,959-58.2% |
| Admin fee / account holder | $6,143 | $3,960+55.1% | $13,620-54.9% | $3,480+76.5% |