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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 | $80,332+26.4% | $107,187-5.2% | $64,097+58.5% |
| Participation rate | 37.2% | 54.4%-17.2pp | 75.0%-37.8pp | 55.2%-18.0pp |
| Annual return | 20.74% | 24.26%-3.5pp | 204.55%-183.8pp | 34.64%-13.9pp |
| Employer contribution / active EE | $1,826 | $2,501-27.0% | $3,782-51.7% | $1,891-3.5% |
| Participant deferral / active EE | $3,678 | $3,109+18.3% | $5,096-27.8% | $3,080+19.4% |
| Admin fee / account holder | $5,731 | $4,314+32.8% | $9,162-37.5% | $3,454+65.9% |