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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 | $101,571 | $83,369+21.8% | $105,223-3.5% | $67,986+49.4% |
| Participation rate | 37.2% | 56.3%-19.1pp | 75.0%-37.8pp | 57.2%-20.0pp |
| Annual return | 20.74% | 24.64%-3.9pp | 180.65%-159.9pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,826 | $2,541-28.1% | $3,689-50.5% | $2,019-9.6% |
| Participant deferral / active EE | $3,678 | $3,295+11.6% | $5,072-27.5% | $3,358+9.5% |
| Admin fee / account holder | $5,731 | $4,073+40.7% | $8,859-35.3% | $3,203+78.9% |