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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 | $109,342 | $147,594-25.9% | $121,871-10.3% | $198,609-44.9% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.2%-14.9pp | 82.4%-24.0pp |
| Annual return | 17.74% | 12.94%+4.8pp | 13.57%+4.2pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,512 | $3,007-49.7% | $2,731-44.6% | $5,055-70.1% |
| Participant deferral / active EE | $3,546 | $5,168-31.4% | $4,318-17.9% | $6,977-49.2% |
| Admin fee / account holder | $3,929 | $15,134-74.0% | $11,551-66.0% | $19,030-79.4% |