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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 | $45,041+151.2% | $63,003+79.6% | $70,131+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 | 87.59%-70.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,715 | $2,052-16.4% | $2,760-37.9% | $2,342-26.8% |
| Participant deferral / active EE | $2,820 | $2,465+14.4% | $3,329-15.3% | $3,332-15.4% |
| Admin fee / account holder | $13,638 | $2,836+381.0% | $3,600+278.8% | $4,645+193.6% |