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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 | $95,774 | $81,504+17.5% | $102,437-6.5% | $80,959+18.3% |
| Participation rate | 24.6% | 66.9%-42.3pp | 74.5%-49.9pp | 67.7%-43.1pp |
| Annual return | 10.74% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,264 | $3,104-59.3% | $3,871-67.3% | $2,757-54.1% |
| Participant deferral / active EE | $2,137 | $3,871-44.8% | $5,060-57.8% | $4,300-50.3% |
| Admin fee / account holder | $9,108 | $6,719+35.5% | $8,388+8.6% | $6,925+31.5% |