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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 | $112,756 | $87,546+28.8% | $75,784+48.8% | $125,389-10.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 0.70% | 13.49%-12.8pp | 9.68%-9.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,659 | $3,930-32.3% | $3,323-20.0% | $4,866-45.4% |
| Participant deferral / active EE | $7,131 | $4,230+68.6% | $3,652+95.3% | $5,352+33.2% |
| Admin fee / account holder | $1,856 | $6,503-71.5% | $5,300-65.0% | $9,541-80.5% |