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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 | $113,124 | $45,050+151.1% | $63,018+79.5% | $70,126+61.3% |
| Participation rate | 55.4% | 69.5%-14.1pp | 74.8%-19.4pp | 69.5%-14.2pp |
| Annual return | 17.05% | 18.76%-1.7pp | 87.62%-70.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,715 | $2,052-16.4% | $2,761-37.9% | $2,343-26.8% |
| Participant deferral / active EE | $2,820 | $2,466+14.4% | $3,330-15.3% | $3,332-15.4% |
| Admin fee / account holder | $13,638 | $2,834+381.3% | $3,601+278.8% | $4,645+193.6% |