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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 | $118,022 | $90,400+30.6% | $186,193-36.6% | $87,485+34.9% |
| Participation rate | 38.5% | 66.2%-27.7pp | 77.1%-38.6pp | 68.9%-30.5pp |
| Annual return | 13.87% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,183 | $2,170-45.5% | $3,918-69.8% | $2,596-54.4% |
| Participant deferral / active EE | $3,624 | $4,330-16.3% | $6,513-44.4% | $4,274-15.2% |
| Admin fee / account holder | $2,479 | $8,673-71.4% | $11,058-77.6% | $7,775-68.1% |