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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 | $103,832 | $59,440+74.7% | $78,004+33.1% | $82,637+25.6% |
| Participation rate | 28.6% | 62.8%-34.2pp | 69.4%-40.9pp | 68.1%-39.5pp |
| Annual return | 16.63% | 40.24%-23.6pp | 31.07%-14.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,308 | $1,750-25.3% | $2,469-47.0% | $2,552-48.8% |
| Participant deferral / active EE | $2,716 | $3,138-13.4% | $4,092-33.6% | $4,126-34.2% |
| Admin fee / account holder | $3,610 | $5,504-34.4% | $7,578-52.4% | $7,339-50.8% |