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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 | $58,627+77.1% | $76,735+35.3% | $82,448+25.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 16.63% | 39.10%-22.5pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,308 | $1,729-24.4% | $2,454-46.7% | $2,551-48.7% |
| Participant deferral / active EE | $2,716 | $3,134-13.3% | $4,088-33.5% | $4,139-34.4% |
| Admin fee / account holder | $3,610 | $5,323-32.2% | $7,189-49.8% | $7,234-50.1% |