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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 | $72,471+43.3% | $94,215+10.2% | $86,983+19.4% |
| Participation rate | 28.6% | 63.9%-35.3pp | 70.0%-41.4pp | 69.5%-41.0pp |
| Annual return | 16.63% | 26.44%-9.8pp | 28.22%-11.6pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,308 | $1,936-32.4% | $2,675-51.1% | $2,584-49.4% |
| Participant deferral / active EE | $2,716 | $3,397-20.0% | $4,276-36.5% | $4,194-35.2% |
| Admin fee / account holder | $3,610 | $6,468-44.2% | $10,216-64.7% | $7,856-54.0% |