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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 | $105,358 | $88,672+18.8% | $105,223+0.1% | $82,448+27.8% |
| Participation rate | 52.9% | 67.9%-15.0pp | 75.0%-22.1pp | 68.1%-15.1pp |
| Annual return | 13.01% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,850 | $3,048-39.3% | $3,689-49.8% | $2,551-27.5% |
| Participant deferral / active EE | $4,006 | $4,036-0.7% | $5,072-21.0% | $4,139-3.2% |
| Admin fee / account holder | $6,507 | $7,146-8.9% | $8,859-26.5% | $7,234-10.0% |